Alupka Asset Management advises investment accounts held at Charles Schwab. They focus on generating income and growth, including speculative investments. Alupka uses fundamental and technical research to make investment decisions, considering each client's individual needs and risk tolerance. They aim for positive long-term returns with above-average, tax-advantaged dividend income, while prioritizing capital preservation and low volatility.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the amount of assets under management.