Frequent Questions

Q: What is the minimum deposit?

A: 1 million US dollars. 

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Q: Where is the money deposited? 

A: The money is deposited into a brokerage account held at JPMorgan Chase. 

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Q: Is my money insured?

A: Yes, your money is insured for the entire value of your account. 

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Q: Do the deposited funds have to be liquid cash?​

A: No. Many people don't realize you can use your 401k to invest with us. (Imagine instead of 6% you are getting 12% with no fee's) 

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Q: What are the brokerage fee's?

A: Zero. We do not charge our clients any fee's to manage their money. 

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Q: How do you make money if you don't charge fee's?

A: We agree on a standard rate of return (ie: 10%) over an amount of time (ie: 1yr) . Any profit above the 10% is our compensation.

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Q:Maximum number of clients?

A: As of January 2026 is 10 clients. ​

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Q:Why only 10 clients?

A: Any more than 10 clients we feel we can't devote the time needed for each individual. 

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