Our fees are structured according to the size and nature of the client’s portfolio. We have two types of fees: management and performance fee. The management fee is charged on a monthly or quarterly bases and the performance fee is accounted annually.

Usually for bond portfolio, there is no performance fee and the management fee is under 1% per year. For mixed portfolios (including bonds, options, stocks) the fee depends on portfolio size and structure. We try to keep our management fees lower than the fees on comparable mutual funds and make it up with performance fees in good years. There are no entry or exit fees.