Secretx Assets LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. SCRTXASSTSLLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, IPOs, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements, although SCRTXASSTSLLC primarily recommends equities. Clients may impose restrictions on investments, but SCRTXASSTSLLC reserves the right to end the relationship if restrictions prevent them from properly servicing the account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For qualified clients, the firm offers a performance-based fee structure of 1.50% of assets under management plus 20.00% of capital appreciation. Fees are generally negotiable.