| 101 S. Bay Boulevard, Suite B-4 P.O. Box 818, Anna Maria, FL 34216 800.800.7075 941.778.1900 Fax: 941.778.1801 |
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We Make Your Success Our Business. |
| What is the minimum investment to get started and fees for your service? Due to the personal attention afforded to each portfolio and the time it takes to properly supervise and protect the assets of our clients, we require $500,000 to establish a relationship. Once an account is established at Breiter Capital, additional accounts may be added, such as IRA’s, accounts for children or grandchildren, etc. Subsequent deposits may be made to the account in any amount with no minimum. Breiter Capital’s only income is from account management fees. While you have to pay transaction commissions to the brokerage firm where your assets are being held, Breiter Capital does not share in or receive any portion of such commissions. Our management fee schedule starts at 2% annually and can be lower for larger accounts. The fee schedule is displayed in the investment advisory agreement. Back |
