Home ] Newsletter ] [ Open An Account ] Company Profile ] Radio Program ] Disclosure ] Contact ]

 

 

Home
Newsletter
Open An Account
Company Profile
Radio Program
Disclosure
Contact

 

Money Management Programs

Creating an Investment Plan...has never been more confusing than now. That's why it is such a good idea to talk with a caring professional who will take the time to learn what your financial goals are and have the expertise and the experience to help guide you to make sound investment decisions.

 

A Free Telephone Consultation...with Bill Lussenheide is a great start on the road to achieving your financial goals. There is never pressure to buy any of our investment products or management services. Bill will examine where you are financially, examine your expectations for the future and then decide which of our programs may be right for you call Toll Free (888) 446-3399 or fill out the consultation request form by clicking here.

 

 

Mutual Fund Managed Accounts

This is a managed portfolio of individual no load mutual funds. The portfolio buys only no load, no transaction fee, mutual funds. At times you will be in cash,  in the safety of money market funds  when market conditions as shown by our proprietary defensive timing systems indicate.

 

We will help design an appropriate asset allocation plan for you, based upon your individual needs, age  and risk tolerance. This will  include mixes of  Bond, Stock and other types of mutual funds. Based on your needs your portfolio will  range  from safer all bond portfolios to all stock portfolios.  We will rebalance your portfolio allocations on a periodic basis. 

 

bulletMINIMUM INVESTMENT: $25,000
bulletNo Load No Transaction Fees

 

Management Fees

Fees are based on the amount of assets under management and are charged at the end of each quarter automatically from your account. (1/4th of annual fee per quarter)

 

Account Size Annual Fee
First $300,000 1.80%
$300,000 to $600,000 1.35%
Over $600,000 0.90%

 

 

 

Aggressive Strategies Managed Accounts

This is a managed portfolio of aggressive no load mutual funds in the pursuit of exceptional returns. The portfolio buys only no load, no transaction fee, mutual funds. At times you will be in cash in the safety of money market funds  when the  market conditions as indicated by our proprietary defensive timing systems indicate.  This portfolio is timed moving into  various enhanced  index  funds. These funds can be leveraged to as much as 200% of the daily movement of the market, both up and down. 

 

bullet

MINIMUM INVESTMENT : $25,000     

bullet

RISK: Very Aggressive. Appropriate for investors with a minimum of a 10 year time horizon, and high risk tolerance only.

bulletNo Load No Transaction Fees 

 

Management Fees

Fees are based on the amount of assets under management and are charged at the end of each quarter automatically from your account.(1/4th of annual fee per quarter)

 

 

Account Size  Annual Fee
First $600,000 2.0%
$600,000 to $1,200,000 1.5%
Over $1,200,000 1.0%

 

For FREE Consultation Click Here

   

 

 

Copyright 2010 Lussenheide Capital Management Inc.

 Back Home Next