The Millennium Growth: Conservative
The Millennium Growth Account is perfect for those who want to grow their invested capital over the long term. This account focuses on minimizing risk using both long term and short term strategies.

Minimum Investment: $15,000

Monthly Return Goal: 3% - 5% 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 .