What is your MINIMUM investment level?

We have no minimum portfolio size.

How much do you CHARGE?

We earn a modest FLAT FIXED FEE capped at $5,000/year…paid quarterly at $1,250/quarter. The first quarter is FREE, no charge to YOU our client. Our fees are totally transparent and a fraction of both the typical financial advisor and the value we provide.

We can become an Old Drake client for no charge for the first 3 months?

Yes! We are so confident in the added value we can bring YOU that we wave our first quarterly fee so we can start COLLABORATING together now at no charge to YOU.