The Millennium Aggressive: Aggressive
The Millennium Aggressive Account takes looks to help you achieve your short - medium term financial goals while using a aggressive risk approach to earn higher returns. This is not for everyone and you should carefully asses your risk appetite before investing.

Minimum Investment: $25,000

Monthly Return Goal: 10% - 20% Net

Fees:
2% Yearly Managed Fee (.167% monthly)
30% Performance Fee

The 30% performance fees are taken on a high-watermark basis. A high watermark is the previous high in the account-participant's account (adjusted for deposit, withdrawals, and fees). It ensures that the fees are only deducted based on new performance, rather than just recovery from poor performance. In other words, if an account loses money over a period, the account must first recoup previous losses and then any profit above the high watermark is subject to a 20% performance fee.

Management fees are due regardless of performance.

Open An Account Today
If you are interested investing in one of our Millennium Accounts and would like to begin the application process today, please contact Gerald Sharpe, our Personal Account Manager, by email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Request More Information
If you would like more information or have questions regarding any of our Millennium Accounts, please contact Gerald Sharpe, by email This e-mail address is being protected from spambots. You need JavaScript enabled to view it , or you may call him directly at (888) 867-7614 ext 1.