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CLIENT'S FEES
Company's financial advisor fees and Interactive Brokers (IBKR) transaction fees by strategy
DIVIDEND RUN-UP STRATEGY
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Advisor performance fee: 30% of profits above starting capital
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IBKR transaction fee $1 minimum per trade or $0.005 per share
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FINRA Trading Activity Fee: $0.000119 per share sold
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IBKR margin rate: 2.58% (click here for the latest rate for IBKR Lite). We use maximum leverage of 2/1 so you will have very small margin fees.
HIGH GROWTH DIVIDEND STRATEGY
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Advisor's one-time portfolio creation & managment fee: $5,000
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IBKR transaction fee $1 minimum per trade or $0.005 per share
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No leverage = no margin fees
All the stocks and ETFs, our company trades are listed on NYSE & where Interactive Brokers uses fixed pricing.
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