Kiawah Golf Investment Seminars

Sanco Services' Investment Management Fee Schedule

Submitted by Steve Selengut | RSS Feed | Add Comment | Bookmark Me!

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

KGIS Investment Education Packages - Save 45% on Greens Fees & Win a FREE round at the World Famous Ocean Course!

Save 30% to 45% on Green Fees & (possibly) Make Your Golf Vacation Tax Deductible!

CLICK for Ocean Course "freebie" details

The KGIS investment training package includes: Dinner & cocktails, optional Q & A on the golf course, one (optional) personal investment meeting that can cover anything you want to talk about, two private, on-line, workshops at  your convenience, and a copy of "The Brainwashing of the American Investor".

If your spouses are traveling with you, they are welcome to participate in the investment meeting, golf, and workshops --- but only the three people who play with me can play at guest-of-member rates. The FREE "Brainwashing" book is your syllabus; all investment related conversation, dinner, and cocktails are FREE.

Groups of three pesons can be accommodated --- singles will be combined. Call (800-245-0494) or email Steve (sanserve@aol.com) to personalize your training program arrangements. 

Program & Donation:

  • Program One: Welcome cocktail party, private investment training meeting (optional), one round of golf (Cougar, Osprey, or Turtle) at member rates, casual dinner at Turtle Point. Per person donation to Crisis Ministries, Charleston, SC: $100.
  • Program Two: Welcome cocktail party, two hour private investment training meeting, casual dinner at Turtle Point. Per person donation to Crisis Ministries, Charleston, SC: $100.

NOTE: On the golf course expenses are not included. You are responsible for your own travel & accommodation expenses.



Associated Content:
The Working Capital Model - Market Cycle Investment Management - FREE Mentoring - Professional Investor/Manager Steve Selengut, and an experienced panel of experts, walk you through ...
Ask Your Financial Advisor About The Market Cycle Investment Management Methodol - The MCIM methodology combines risk minimization, asset allocation, equity trading, investment grade ...
Working Capital Model ~ Market Cycle Investment Management Performance - A well defined, well organized, and quality based investment model will just naturally out-perform t...
The Market Cycle Investment Management (MCIM) Program - Investing with a calendar year focus has no basis in the realities of finance, business, or economic...
A Dismal Decade? No Way With Market Cycle Investing - Once again The Wizards will attempt to debug the market cycle and create an upward only future for t...
Sanco Services Two - Sanco Services teaches investors how to design what we affectionately refer to as the: You probably ...
Investment Guru Interview - Money Matters Radio - Part Two - Even with the MCIM Mirror Portfolios that are based on six different model portfolios that I supervi...
THE DISMAL DECADE MY ASSTERISK- 11/30/99 THRU 12/31/2009 - This spreadsheet summarizes the manual analysis of 55 individual portfolios managed using WCM based ...
Investment Guru Interview - Money Matters Radio Network - My goal is to never leave a profit of 10% (net/net) on the table, and that's goes for income securit...
Wall Street Wisdom Vs. Market Cycle Investment Management - Corrections are as much a part of the normal Market Cycle as rallies, and they can be brought about ...