Profit Sharing Approach

The Client Profits First

You benefit first before we can share any profits. We only share profits above the minimum agreed return that we achieve for you. The advisor and the client will agree on a minimum return rate that will go 100% to the client. The revenue sharing will only apply on the return in excess of the agreed minimum return.

No Fees, Only Returns

There is no fixed fee of any kind. while other wealth management advisors charge fees (regardless of the portfolio performance) in addition to sharing profits, we charge a share of the profit only after we achieve a minimum return for the client.
This is intended to show our commitment to achieving higher returns and creating a win/win position.

How Does Profit Sharing Work?

A minimum rate of return X will be agreed upon with the client at the beginning of the investment.
When the achieved return is equal to or below X the advisor’s share will be ZERO and the whole return goes to the client.
When the achieved return is higher than X by Y (total return X+Y) then the advisor and the client will share Y only. The client return will equal 100% of X + his share of Y.

Profit Sharing Approach

The Client Profits First

No Fees, Only Returns

How Does Profit Sharing Work?

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