Investors should ask anyone giving investment advice about their Qualifications, Experience, Investment Strategy, Custodian Services and, of course, Their Fees. Lower fees are the most direct way to improve the long-term performance of any portfolio. Investors can easily see the fee schedules for any registered investment advisor on the firms ADV part 2 Disclosure Brochure at www.adviserinfo.sec.gov.
PTI’s annual fee for research, tracking, reporting and management of fund positions.
3/4 of 1 Percent up to $100,000 – Only $7.50 per $1,000.
3/8 of 1 Percent from $100,000 to $500,000 – Only $3.75 per $1,000.
1/8 of 1 Percent over $500,000 – Only $1.25 per $1,000.
There is a $25 monthly fee for tracking and preparing PT Updates for self-directed accounts with no fund positions.