Frequently asked questions:
Minimum account balance:
Currently we are seeking only Qualified Investors as defined by the securities laws . A Qualified Investor must have a net worth of $1.5 Million or $750K under our management. We are unable to accept investors that do not meet these requirements.
For all investors there is a minimum initial account value of $100,000.
The process:
We will assist the client in opening a brokerage account in his or her name and we will be given the ability to trade the account only. We will mainly focus on trading existing stock positions held by the client by using our proprietary management techniques to produce income -keeping the current stock positions in place unless the client has no desire to keep them.
Another option is if a client has only cash they wish to invest, we can generate a list of stocks that are ideal for using our technique, then you can instruct us as to which ones you would like us to purchase. Once we purchase the stocks, then we can apply the technique as indicated to produce the monthly returns.
Choices with generated income:
We can use the income stream to purchase additional stocks on a monthly basis
The income stream can be withdrawn from the portfolio each month, with the ability to wire transfer directly into an account of choice
Brokerage account transfer:
We have established an Advisor Interface at Interactive Brokers that allows us to see all accounts under our management at one time. This will require clients wishing to utilize our services to open an account at Interactive Brokers. Interactive Brokers has the lowest commissions per trade, at this time, that we are aware of.
We can complete all of the paper work except some signature requirements. The client will have complete access to their account at all times, we will simply be allowed to trade it.
Rates of return:
Our goal is to generate 2% per month cash flow from existing stock positions. Some of our managed accounts, however, achieve as high as 5% per month cash flow.
The rate of monthly cash flow achieved depends on the stock positions an individual client holds and the prevailing market conditions. Past performance is no guarantee of future performance and there is no guarantee that PCFM can achieve a specific return.
Fee structure:
The fee is a 50% fee of monthly realized profits.
PCFM does not charge standard industry "management fees" regardless of performance. Our fees are 100% performance based. If we do not make the client money, we do not get paid.
We will bill the client’s brokerage account via the brokerage firm at the conclusion of each month, who will then subtract our fees from the income generated in the client's account.
