The Investment Service Fee Rate Will Be Divided Into 2 Parts:

Rates & Services
  • Annual management fee rates, which needs to be paid in advance. It is paid once a year regardless of profit or loss, and is divided into 4 tiers;
  • Performance commission, commission is paid only when the investment profit margin exceeds 10%, paid once every six months, and has a total of 5 tiers.
Rates & Services

Management Fee Rates

3%-1.5%/Y

When your principal investment is between [30,000, 1,000,000] US dollars, we charge you a fixed management fee ranging from 3% to 1.5% per year, regardless of whether the US stock market rises or falls.

  • Invest Principal [$30,000, $100,000), Charge 3% Per Year;

  • Invest Capital [$100,000, $300,000), Charge 2% Per Year;

  • Invest Capital [$300,000, $1,000,000), Charge 1.5% Per Year;

  • If you want to invest more than $1 million, please contact [We] for details.

Performance Commission

0-40%

[We]’s performance commission is divided into 5 levels. When the annual performance of the investment portfolio is within 10%, no performance commission will be paid. Only when [We]’s annual investment performance exceeds 10% will [we] starts to charge performance commission.

  • When the annual performance of the investment portfolio is within (inclusive of) 10%, the performance commission will be 0 (zero);

  • When the annual performance of the investment portfolio is within the range (10%, 20%], the performance commission for that period will be 10%;

  • When the annual performance of the investment portfolio is within the range (20%, 30%], the performance bonus for this period will be 20%;

  • When the annual performance of the investment portfolio is within the range (30%, 40%], the performance bonus for this period will be 30%;

  • When the portfolio annual performance is within the range (40%,?), the performance commission for this period is 40%

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If Loss

Loss

Taking a principal of $100,000 as an example, if a loss occurs after one year of investment, for example, a loss of 30%, then let us calculate what fees you need to pay and how much loss you will bear.

  • Annual management fee: $100,000 · 2% = $2,000;
  • Amount of loss: $100,000 · 30% = $30,000.

Based on the above loss assumptions, after one year, you have lost a total of $32,000.

If Profitable (1)

Profit(1)

Taking the principal of 100,000 US dollars as an example, if a profit occurs after one year of investment, for example, a profit of 80%, then let us calculate what fees you need to pay and how much profit you will share.

  • You will need to pay $100,000 · 2% = $2,000 in management fees;

  • You will receive the full profit in the range (0, 10%], that is: $100,000 · 10% = $10,000, because we do not charge commissions for performance within 10%;

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If Profitable (2)

Profit(2)

  • You will receive 90% of the profit in the interval (10, 20%], that is: $100,000 · 10% · 90% = $9,000, because we need to take a 10% commission for this interval, which is $1,000;

  • You will receive 80% of the profit in the interval (20, 30%], that is: $100,000 · 10% · 80% = $8,000, because we need to take a 20% commission for this interval, which is $2,000;

If Profitable (3)

Profit(3)

  • You will receive 70% of the profit in the interval (30, 40%], that is: $100,000 · 10% · 70% = $7,000, because we need to take a 30% commission in this interval, which is $3,000;

  • You will receive 60% of the profit in the range (40, 80%], which is: $100,000 · 40% · 60% = $24,000, because we need to take a 40% commission for this range, which is $16,000.

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