Eligible Accounts & Our Fees
- Your MARKTORS® portfolio will be maintained at industry leader, Charles Schwab, in a separate account, or accounts, in your name.
- Your funds are not comingled with others.
- About Charles Schwab:
- Charles Schwab provides custody for nearly one trillion dollars of client assets.
- Schwab is fully SIPC insured (this does not insure you against market losses).
- We've maintained a working relationship with Schwab for many years.
- Because we invest in U.S.-traded ETFs, your MARKTORS® portfolio will be as liquid as a typical stock portfolio, subject to market value fluctuations.
- DeGreen Capital Management will manage the MARKTORS® investments within your account(s) as an independent advisor. We will subtract our fee each quarter. Otherwise, we may not touch your money.
- You can check your investments online at any time. You will receive monthly statements from Schwab.
- You may fire us at will (Although we don't recommend this!).
What Types of Accounts Are Eligible?
Virtually all types of accounts are eligible for MARKTORS®. These include individual accounts (including family trusts), IRAs, 401(k)s, pension and corporate accounts. Investors in all fifty states are eligible to participate.
How to Open an Account: Two Choices
We offer two innovative ways to enlist our services:
If you enlist our services through our DeGreen-Plus program, your MARKTORS®-Certified Advisor will help you decide not only whether and to what extent you should invest in our program, but also what to allocate between bonds/fixed-income and equity investments within our program. They will also prepare all the paperwork for you. Learn more about DeGreen-Plus.
If you enlist our services through our DeGreen-Direct program, we will provide you with a suitability questionnaire, and will conduct a brief suitability interview with you, to help you decide whether and to what extent you should invest in our program, and how you should direct us to allocate between bonds/fixed-income and equity investments within our program. We will prepare the paperwork for you. Existing clients of MARKTORS®-Certified Advisors are not eligible for DeGreen-Direct. Learn more about DeGreen-Direct.
Either way, we welcome your business!
Our Fees
You pay a small premium for our experience and expertise, and for our research, which often includes on-sight inspections of markets around the world. Our annual fees are deducted quarterly. These fees may be offset by the savings you may enjoy through our use of less-expensive exchange-traded funds (when compared to the fees of many actively-managed mutual funds).
Our investment advisory agreement includes additional important details regarding our fees and services. A copy may be obtained by contacting us or your participating investment advisor.
Consolidated Management Fee Schedule
Our fees are based on the total size of your account(s), and are expressed as an annual percentage of your total assets under our management. Therefore, for example, a 1.00% annual management fee will be assessed quarterly as a .25% debit against your account(s).
THE DEGREEN-PLUS MAXIMUM CONSOLIDATED FEE SCHEDULE BELOW INCLUDES COMPENSATION TO YOUR MARKTORS®-CERTIFIED INVESTMENT ADVISOR.
You may elect to invest directly through our DeGreen-Direct Program. DeGreen-Direct investors may enjoy lower fees than the Consolidated Fees below. HOWEVER, direct investors may not receive the professional guidance that a MARKTORS®-Certified Investment Advisor can provide. Either way, we welcome you business. Please contact us at 888-708-9110, or at info@degreen.com, for more information.
Degreen-Plus
Consolidated
Maximum Fee Schedule
Please read the two preceding (underlined) paragraphs above!
| Value of your accounts | Maximum Annual Consolidated Fee Percentage |
|---|---|
| $100,000 - $500,000 | 2.25% |
| $500,000 - $999,999 | 1.95% |
| $1,000,000 - $4,999,999 | 1.50% |
| $5,000,000 - $9,999,999 | 1.25% |
| $10,000,000+ | 1.00% |
Please read the two preceding (underlined) paragraphs above!
Minimum Account Size
To more effectively allocate your portfolio, and to reduce your transaction expenses, our minimum aggregate requirement for all new accounts is $100,000, and is $50,000 for any single account. You may add any amount once your account is established. To obtain the lowest possible fee, we will aggregate the value of all accounts for your household. You are not penalized if your account value dips below your initial invested amount due to market losses.