| | This is an actively managed portfolio of individual stocks, no-load mutual funds and indexes, both long and short. |
Our most nimble program
for
smaller portfolios | Buying mutual funds dampens the risk level. KPP has a rule – we do not buy more than 3% of any one stock. So 3% of 100K is only $3000. Because the dollar limit eliminates the ability to buy the higher priced stocks we use mutual funds to make sure the portfolio is not overly weighted in too much cash or overly weighted in lower priced stocks. |
Objective: Capital Appreciation
Minimum Investment: $100,000
Risk: AggressiveFees are based on the amount of assets under management at the end of each quarter
Account Value | Quarterly Fee |
$100,000 To $249,999: | 0.60% per quarter |
$250,000 To $499,999: | 0.55% per quarter |
$500,000 To $749,999: | 0.50% per quarter |
$750,000 To $999,999: | 0.45% per quarter |
$1,000,000 And up: | 0.40% per quarter |
If you are interested in this program or want to learn more, call for a consultation with Jerry and Steve. They will sit down with you and examine where you are financially and discusss your expectations for the future. Or it can be done by phone. To sign up for a FREE CONSULTATION on line click here.
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