Dr. Doug Yang
Investment Adviser
Why Professional Money Managers?
Which Professional Money Managers?
Where your money will be held?
Recent Performance of Sample Money Managers
Mutual fund/ETF accounts
Stock accounts
Howard HCM - ALP Balanced Strategy
Athena Global Tactical ETFs Strategy
Cost Structures
Account Balance | Total Management Fees |
---|---|
Up to $250K | 0.88% |
$250K -- $500K | 0.69% |
$500K -- $1M | 0.59% |
$1M -- $2M | 0.53% |
$2M -- $3M | 0.46% |
$3M -- $5M | 0.37% |
Over $5M | 0.30% |
Account Balance | Total Management Fees |
---|---|
Up to $100K | 0.903% |
$100K -- $250K | 0.853% |
$250K -- $500K | 0.753% |
$500K -- $1M | 0.553% |
$1M -- $3M | 0.478% |
Over $3M | 0.403% |
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Professional Money Management -- the same high quality professional money managers, but at a lower cost, and with one account possibly managed by multiple money managers.
This page is for general information only and is not intended to provide specific advice
for any individual.
All performance referenced is historical and is no guarantee of future results.
Investing involves risks including possible loss of principal.