Our Process

Most of the financial advisors and portfolio managers charge flat fees regardless of the portfolio performance. This type of fee arrangement does not always align with the investor objectives and could hurt overall returns significantly over the years. This underperformance can cost you several years of your work life and hundreds of thousands of dollars over the years.

Therefore we offer performance based fee as an option, i.e. fees will be charged when it outperforms historical average of S&P 500 index SPX. This gives investors peace of mind as the motivations and objectives of the portfolio manager and the investors are well aligned and results in a win-win situation.

Our first step is to calculate your current return to show you how much additional value we add, then you can see it for yourself and decide.

Schedule a free 30 minute consultation to explore for better returns.