Our Fees:

World Capital Management's account fees are based on the following formulas.

Accounts under $250,000 are held at Motif.com.

Accounts of $250,000 (other than IPO accounts) or over can be held at either Charles Schwab or TD Ameritrade.

Fees are calculated as follows:


 

  • Accounts from $250,000-$1 million....$0.9%

  • Accounts over $1 million………...…..$0.8%

IPO Portfolios

All IPO Porftfolios is domiciled at Motif Investments

Account minimums start at $100,000

Annual Fees are 5% annually & billed monthly.

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