What are the fee structure and account details?
Each investor opens a brokerage account with our preferred broker (Interactive Brokers) and designates Ashland as the advisor. We then manage portfolio allocations in accordance with the strategy. The investor always maintains custody of their capital account.
As far as our fees, Qualified Clients may choose a performance-based structure with a management fee of only 0.5% annually with 20% profit share. Otherwise, the fee structure is a flat rate which ranges between 1.0% to 2.0%, depending on the account value—and is charged monthly in arrears. Please refer to the Fact Sheet for more details.