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Sector Exchange Advisor Subscription Fee
The Sector Exchange Advisor subscription service is a low cost way to manage your money regardless of the amount of assets you
have or where they are domiciled. For an annual fee of $1,500 you are able to manage as much or as little of your investment portfolio as you
desire using the sector investing approach employed by Money Strategies.
Compare the subscription cost to our money management service where MSI manages portfolios on a percentage basis that ranges from 1.0 – 1.5%
of money under management. For a $250,000 portfolio, the management fee is typically $3,750 annually. It is easy to see that the subscription
cost saves roughly $2,200 over traditional money management fees.
What is the difference? With Sector Exchange Advisor, you are still the person who has to get involved, make the decision and pay attention
throughout the process. In our opinion, most people do not need an advisor, the question is whether or not they want one to help and how
much?
Let Sector Exchange Advisor help you put a disciplined approach to your money management. If you are investing your own money, but do not
have a focused strategy, you owe it to yourself to consider Sector Exchange Advisor.
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