We provide investment consulting for portfolios starting from $5,000, with a success fee of 20% on net profit after taxes. There are no fixed fees, hidden commissions, or additional charges. Investments are recommended with a time horizon of at least 5 years. While short-term market movements can be unpredictable, long-term investing offers strong potential for solid returns — that’s where the power of compounding works best.
All funds remain in your personal brokerage account. You retain full control over your capital — we do not have access to it and never make transactions on your behalf.
Each year, on December 31, we calculate a virtual liquidation value of your portfolio based on market prices. For example, if your portfolio was worth $6,000 at year-end 2025, compared to the initial $5,000, your gain is $1,000. Our fee is then calculated as 20% of that net profit: $1,000 × 20% = $200.
On January 1 of the following year, we update the base value to $6,000 and fix it in a Telegram message. For each subsequent year, our fee is only charged if your portfolio exceeds this recorded amount by year-end.
If the portfolio is below this base (e.g. <$6,000), no fee is charged, and we wait until your capital recovers above the previous high before calculating a new fee.
We do not charge for:
- answering questions and providing advice under the agreement
- assisting with brokerage or financial account opening
- guiding transfers to foreign accounts
- or any other support within the investment consulting process
If you decide to add more funds during the year, we update the recorded base accordingly. For instance, if you top up your account by $4,000 during 2026, the new base becomes $10,000.
If you withdraw $1,000 instead, the base is reduced to $5,000.
We use virtual profit and tax calculations to avoid unnecessary costs — such as brokerage commissions on real asset sales and premature tax liabilities. Your capital remains fully invested and continues to work.
Our approach is built for long-term investors. We often recommend holding quality positions for 3–5 years or more.