FAQ

Contact me for a quick survey of your interest, goals, and risk tolerance((1)Application to get to know you).  Once we have all your info and a (2)contract signed, (3)create a brokerage account under your name/info(preferably Moo Moo trading app) I will send you a text invitation. We will then have a (4)limited power of attorney signed for selling and buying only and no withdrawals, after these 4 steps we are ready to manage and reach your goals.

We work with 1 year contracts at a time.  The market has ups and downs and we feel our consistency and returns will show greater after a year.  Once the year is over you can decide to sign another year based on your returns and satisfaction of our service.

Every quarter you will receive a report(Invoice) with your totals for the 3 month period.  8% commission will be calculated only on positive gains and noted on the side with a due date. The total in your account for the end of the quarter will be your new base investment for the next quarter report.  Example:  1st quarter your account ends at $12,000 with a start investment of $10,000: Commission= $160 and your new base is $12,000 so only any positive gains above $12,000 for the next quarter will be commissioned.  Note: you only will be charged if you have positive gains at the end of the quarter.  Money from your brokerage account can be used to pay the commission as long you don’t withdraw past your initial investment(in the example you can withdraw $2,000 to be left at $10,000.  We will go over this when we meet.

Your brokerage account will be linked to you and your info.  At the end of the year the brokerage account will send you a report of any taxes owed on positive gains.  On your quarterly reports I will keep track of any capital gains tax estimate.  This will be just an estimate and it will be your responsibility to take care and report your own taxes at the end of the year

As it is very strongly recommended to keep all capital in the account until the end of the 1 year contract, you can withdraw at the end of each quarter as long as you don’t go under your initial investment $.

We strongly recommend waiting 1 year for best results but if you are not satisfied at any time we can cancel the contract with a one time early cancellation fee of $100.

We recommend a minimum of $10,000 in your broker account to start but can manage anything above the minimum of $5,000.

Any stocks or trades you are interested in should be communicated to us first.  Most of the time all capital will be into stocks and not available to trade but we can look at any request.

At the moment monthly service fees of $25 can be given using venmo or zelle.  The 8% commission will be invoiced at the end of each quarter with a due date and can also be paid with venmo or zelle.  Note: You can withdraw your profits at the end of each quarter to use for payment, remember 8% commission is only charged for positive gains from base investment $.  Once the 1 year is over we can meet to recap and go over future goals.

At the moment we are only going to manage 5 accounts to start and give you the time and personal touch to your account.

More FAQ to come and please contact us for any questions or feedback you have. Thank you.

Sincerely,

Calculated Alpha team