FEE STRUCTURE

  • Our fees are based on a percentage of the growth of your account.

  • When the fee is applied, we set a high watermark at the new value of your account net of fees.

  • Future fees will be charged based on the growth of your account value from the high watermark.

  • You pay us a fee only if we make your money grow. We charge 20% on the growth of your account once you surpass a growth hurdle of 3%.

  • We do not charge management or administrative fees.