TRADITIONAL PORTFOLIO
MANAGEMENT
Bollinger Capital Management's investment program is an intermediate-term growth approach. Our strategy is designed for investors whose objective is capital appreciation. We primarily invest in equities but consider other investing and trading strategies as market conditions dictate.
As a client of Bollinger Capital Management, we will personally review your investment objectives for your account with you. Together we will determine the best approach to meet those objectives.
Investment needs and objectives are based on your personal circumstances. Therefore we always discuss the risk/reward criteria with you to ensure an appropriate match between your investment goals and our investment style.
Advisory Fees for Traditional Management Program
Bollinger Capital Management invests on a discretionary basis, and is compensated by a fee based on a percentage of assets under management.
A minimum balance of $250,000 in cash or securities is required to open a Bollinger Capital Management account. Existing clients may open additional accounts with a minimum of $100,000.
Advisory fees are based on a percentage of the assets under management. Fees are payable on a quarterly basis, in advance, based on the market value of the assets under management at the end of the preceding quarter. Advisory fees do not include brokerage commissions or other charges incurred by the custodian on behalf of the client.
Annual advisory fees for accounts are as follows:
2% of the first $500,000
1.5% of the amount from $500,000 to $1,000,000
1% of the amount over $1,000,000
Fees may be negotiable under certain circumstances.