0% Management Fee. 18% Performance Allocation. Absolute Alignment.
While asset-based fees remain a highly effective structure for clients requiring comprehensive financial planning and ongoing holistic guidance, we recognized the need for an alternative model for investors exclusively focused on portfolio growth and direct alignment.
The standard asset-based fee (AUM) is an industry bedrock, providing transparent, predictable costs for investors who require broad, ongoing wealth management, financial planning, and tax strategy coordination.
However, for certain high-net-worth investors whose primary focus is aggressive capital appreciation and alpha generation, an alternative fee structure tied directly to the day-to-day performance of the underlying investments may be preferred.
For Qualified Clients, we remove the fixed management fee entirely. You do not pay a foundational advisory fee on these accounts. We only earn a performance allocation (18%) when we generate new profits for your portfolio.
By eliminating the management fee, we ensure our incentives are perfectly aligned with your success. We are driven entirely by our ability to protect your principal and generate meaningful capital appreciation.
We utilize a strict cumulative High-Water Mark calculation. This is designed to ensure that you never pay a performance fee on the same gains twice.
If the market corrects and your portfolio value drops below its previous peak, we work without compensation. We will not earn a performance fee until we have:
Due to federal SEC regulations (Rule 205-3 of the Investment Advisers Act), performance-based fee structures are strictly limited to investors who meet specific financial thresholds.
To participate in The Performance Partnership, you must have a Net Worth of at least $2.7 Million (excluding your primary residence) OR place at least $1.4 Million under our management.
If you are currently in the accumulation phase and have not yet reached this threshold, we invite you to explore our Comprehensive Wealth Management tier, designed specifically to provide institutional management while accelerating your path to Partner status.
Request a Qualification Review