Roy Peterkofsky provides trade direction services, focusing on short-term gains in stocks and exchange-traded funds (ETFs). He uses a proprietary artificial intelligence-based method to identify potential trades. These services are primarily offered to institutional clients and, in limited cases, to high-net-worth individuals. He also offers consulting on general financial planning and portfolio allocation topics.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.17% |
Typical charge is 2% of assets under management annually (0.17% per month) and 20% of gains. Fees may be negotiable. Performance-based fees are charged where allowable by law.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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