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Frequently Asked QuestionsConsultingQ1. What kind of support can I expect after I attend the class?Q2. Is there a charge for this support? Q3. Can I call you if I need help opening or funding a brokerage account? Asset ManagementQ4. Is there a minimum account balance that you will manage?Q5. What are your fees? Q6. Can I aggregate my accounts to lower asset management fees? Q7. Do I have to attend the class if Chronim Advisors manages my money for me? Q8. Will I receive monthly statements? Q9. Do I have to come in to your office to start the Asset Management process? Answers to Frequently Asked QuestionsQ1. What kind of support can I expect after I attend the class?A1. We offer two levels of support to workshop graduates: General Consulting and Personalized Consulting. Q2. Is there a charge for this support? A2. A workshop graduate can sign up for General Consulting at $10 per month or Personalized Consulting at $75 per month. After you sign up for support you can easily switch from one level to the other if you feel more or less support is needed. Q3. Can I call you if I need help opening or funding a brokerage account? A3. Our toll-free phone and e-mail support for all General Consulting and Personalized Consulting clients is designed to answer any and all questions you may have. We routinely help graduates understand their alternatives and set up their brokerage accounts. Q4. Is there a minimum account balance that you will manage? A4. Yes. The minimum account balance for Asset Management is $100,000. Q5. What are your fees? A5. Fees are calculated monthly and are based upon the asset value at the close of trading on options expiration day. You will receive an invoice and can elect to have fees deducted from your account, or you can pay by credit card. Unlike other Asset Management firms, our contract is month-to-month. You are not required to make a long-term commitment, nor will you have to pay entry or exit fees.
The fee is capped at the lowest fee for the next level. In other words, the fee for accounts under $500,000 is never more than 2% of $500,000. This effectively caps the fee for accounts between $400,000 and $500,000 at $833.33 per month (or $10,000 per year). Accounts between $1.5 million and $2.0 million are also effectively capped (not more than $30,000 per year/$2,500 per month which is 1.5% of $2 million.) The third cap applies to accounts between $3.3 million and $5.0 million ($50,000 per year/$4,166.66 per month). Accounts owned by one person (or one married couple) are aggregated to determine the fee level applicable to all accounts. Q6. Can I aggregate my accounts to lower asset management fees? A6. Yes. You may aggregate all the accounts owned by you, your spouse and minor children to determine the fee percentage. Q7. Do I have to attend the class if Chronim Advisors manages my money for me? A7. No, there is no requirement to attend the Snider Investment Method™ workshop. However, we highly recommend that you do. One of the basic premises of the Snider Investment Method is you should know what is happening with your money. Q8. Will I receive monthly statements? A8. Yes, you will receive a monthly statement. Our objective is to keep you fully informed on all aspects of your account. Q9. Do I have to come in to your office to start the Asset Management process? A9. We would love to see you, but you do not need to make a special visit to the office. We can handle everything for you via phone, fax and mail. |
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