Oppoquest

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Asset-Based Fees

• Below $500,000 = 1.00%
• $500,000 to $1,000,000 = 0.75%

• Above $1,000,000 = 0.50%

• Fee rates are on annual basis

Performance-Based Fees

As per law, Performance-Based Fee can only be offered to qualified investors.  Securities & Exchange Commission (SEC) defines "Qualified" investor as:

• Investor with $1 million under management with the advisor under consideration OR
• Investor with net worth of $2 million or higher excluding primary home & related debt

Please contact us for other details regarding performance-based fee accounts.