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expediting
Hourly + Mileage
Heavy Equipment
Daily / Weekly
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Short or Long Term
Financial Services
full Range Service
$500 / Year
This primary product replaces your legacy financial planner and cookie-cutter product-suite with a completely personalized wealth-management strategy. No two portfolios are identical. The goal of this membership is ownership and understanding of your own financial strategy— we want you to know what you’re invested in, and why. This membership involves several steps— discovery, goal-setting, education, and strategy.
Members have access to consultation year-round and are scheduled for an annual “deep-dive” to re-evaluate goals, understanding, and strategy performance.
Active Management
Fee Based on Performance
Typical money managers charge an average of 1% of your portfolio balance to pick how to invest your money. They often use cookie-cutter mutual fund distributions and rarely outperform the S&P 500.
Our product replaces the predatory rates of legacy active money managers with a simple and fair formula. The Active Management product actively manages your funds throughout the year and you are only charged if your account out-performs the S&P500 (SPY).
Management fee is 10% of out-performance of SPY.
Example 1:
Your account outperforms the S&P500 by 10%
10% outperformance x 10% fee = 1% total fee.
Example 2:
Your account outperforms the S&P500 by 1%
1% outperformance x 10% = 0.1% fee
true range x fund I
Performance Based
The Flagship True Range X leveraged fund executes a robust active trading strategy involving covered call and put options to create a flywheel of income to grow investor funds, as well as margin-leveraged exposure to individual stocks / ETFs. The fund manager collects no fees unless the fund outperforms the S&P 500 (SPY) index— Management fee 0.5% of AUM.
Contact
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