FEES

The difference between the fee structure of the Brokerage and Financial Planning Segments are as follows:

BROKERAGE FEES

OUR BROKERAGE CLIENTS ARE CHARGED ON A PER TRADE BASIS.

Local Trades: $500 JMD or 2% of the value of the trade

US Trades: $50 USD or 2% of the value of the trade

FINANCIAL PLANNING FEES

OUR FINANCIAL PLANNING CLIENTS ARE CHARGED A MANAGEMENT FEE.

These fees are dependent on your risk appetite.

management fees