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Disclosure:
Fee for Assets Under Management.
Our fees are aligned with your success. We do not charge transaction fees, commissions, or any other hidden charges. We will manage and invest your portfolio based on the investment management plan for you. Our goal is to have our fees pale in comparison to the returns and service provided to you. Fees for this service are charged as a percentage of the total managed assets as outlined below:
The Asset Management Annual Fee Structure:
$100,000 to $150,000 1.6%
$151,000 to $250,000 1.40%
$251,000 to $500,000 1.20%
$501,000 to $1,000,000 1.00%
$1,000,000 and up negotiable
Fees are billed quarterly to accounts in advance. The above is the annual fee so only ¼ of the above percent is billed on a quarterly basis. In the case of a new client opening an account in a partial quarter, a pro-rated bill for only the time period managed would be billed.
Clear Stream Advisors, Inc. is a Registered firm with the Arizona Corporation Commission, Securities Division.
Disclaimer: Investing always involves risk, you can lose some or all of your principle, and there is not a guarantee of a return on your capital invested. Please read and sign all disclosure documents prior to investing.
Our fees are aligned with your success. We do not charge transaction fees, commissions, or any other hidden charges. We will manage and invest your portfolio based on the investment management plan for you. Our goal is to have our fees pale in comparison to the returns and service provided to you. Fees for this service are charged as a percentage of the total managed assets as outlined below:
The Asset Management Annual Fee Structure:
$100,000 to $150,000 1.6%
$151,000 to $250,000 1.40%
$251,000 to $500,000 1.20%
$501,000 to $1,000,000 1.00%
$1,000,000 and up negotiable
Fees are billed quarterly to accounts in advance. The above is the annual fee so only ¼ of the above percent is billed on a quarterly basis. In the case of a new client opening an account in a partial quarter, a pro-rated bill for only the time period managed would be billed.
Clear Stream Advisors, Inc. is a Registered firm with the Arizona Corporation Commission, Securities Division.
Disclaimer: Investing always involves risk, you can lose some or all of your principle, and there is not a guarantee of a return on your capital invested. Please read and sign all disclosure documents prior to investing.
Clear Stream Advisors
All rights reserved for Clear Stream Advisors 2005-2013
*Form ADV 2 available to investors
Chuck Brokop
Charles Brokop
Clear Stream Advisors
Charles Brokop
Clear Stream Advisors