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%
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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