Kiawah Golf Investment Seminars

Sanco Services' Investment Management Fee Schedule

Submitted by Steve Selengut

Sanco Services' Fee Schedule (below) includes Investment Management Fees Only. Clients may have some options with respect to how commissions are handled --- either by transaction or (if eligible) through a flat annual fee. Fees are normally deducted directly from the investment account.

The Portfolio Size figure includes all of the accounts in a Management Relationship --- YES, you and your relatives.

The Management Fee Schedule is based on Sanco's standard operating procedures and brokerage relationship. Special arrangements that increase the paperwork and/or reduce operating efficiencies are not in the best interest of clients and will only be considered under exceptional circumstances --- and at a much higher fee.

Sanco client accounts will be managed through a full service brokerage firm which has become expert in the management style, concepts, and investment strategies employed by Sanco Services. Sanco has no interest whatever in the commission charges earned by brokers, however we do co-market our services in various ways.

NOTE: Investors (and investment professionals)  who are interested in experiencing Steve Selengut's unique Market Cycle Investment Management (MCIM) strategy without the personal relationship may do so through MCIM "Mirror Portfolios".  Interested parties should contact LMK Wealth Management (866-983-3403) for availability, costs, transaction restrictions, and other information.

Please email me for a copy of Sanco's latest ADV II.

Investment Management Fees

Average Size Annual Charge

under $300,000

1.20% (min=$1,000)
300,001 - 600,000 .95%
600,000 and up .80%
Fixed Income .65% (min=$1,000)


 
Kiawah Golf Investment Seminars
3912 Betsy Kerrison Pkwy
Johns Island, SC 29455
Phone (800) 245-0494 • Fax (843) 243-8509
Contact Steve directly for additional information: 800-245-0494
Or Send Steve an Email

Click to Contact Steve or Call 800-245-0494 for additional information

Kiawah Golf Investment Web-Workshops

-------------------------------------------------------------------------
"Dear Steve, I read you book a couple of years ago and thought it was the best investment book I'd ever seen --- also profited nicely since then following your system.  I would be interested in the web lectures.  Are they pre-recorded so I can download them or are they live web
conferences?" Robert B. (April, 2010)
----------------------------------------------------------
 
The "Road To Success" Web Workshop Series covers all aspects of the Investment Plan and teaches you how to mange your personal program with reasonable (and attainable) expectations. Learn from an investment panel with over 100 years of professional experience.
 
Workshops are live, Q & A tolerant, and they take place on your desktop--- wherever you are. And, best of all, no one will try to sell you anything.
 
If you can't take the time to attend an in-person seminar at Kiawah Island, this is the next best thing.

Workshops 1 thru 9 are free to your group of five or more people, with attendance limited to 15. Given in three separate, on-line, group meetings, these workshops are designed to give you more realistic expectations about your investment program. (Free Workshop Descriptions.)

If you would prefer to go through the full ten-workshop program privately, sign up below.

Workshop 10 is Step One of any private workshop you decide to purchase. 

You will find that "The Brainwashing of the American Investor" will help you grasp the material  quickly and use it effectively.  (Buy it at Amazon for about $20.00 - through the link to your right.)


Associated Content:
The Ten-Workshop Road to Better Investment Performance - Most investors jump into their investment programs without a clear understanding of the process, the...
Investment IQ Test - The Investment IQ Test is designed to gauge your understanding of the concepts and strategies needed...
Private Workshops: You and Steve Selengut - Private Workshops: You and Steve Selengut--- whatever you want to talk about. Your portfolio, your p...
The Working Capital Model - Market Cycle Investment Management - Mentoring Progr - Professional Investment Manager Steve Selengut, and an experienced panel of experts, walk you throug...
Market Cycle Investment Management Q & A - Market Cycle Investment Management (MCIM) reflect the unique stategies, procedures and disciplines d...
What is an MCIM Portfolio? - Investment manager Steve Selengut developed the Market Cycle Investment Management (MCIM) methodolog...
What Investors Want & How To Get It: A Performance Enhancement Tutorial For Smal - The What Investors Want and How To Get It Seminar is an investment performance enhancement tutorial ...
Managed Asset Allocation - The Working Capital Model - The key to successful Investment Management is Asset Allocation, the process of dividing the availab...
Sanco Services - We help you determine an appropriate Asset Allocation for your portfolio(s); we try to Minimize your...
Managed Asset Allocation - The Working Capital Model THREE - As portfolio Working Capital grows, so does the income that it generates. As a result, there will al...