Short Put Yield (SPY) offers portfolio research, management, and investment advice, including trading short-dated options for speculation and income. SPY also provides retirement and tax planning, recommends asset allocation strategies, and prepares written investment strategies. Investment advice is tailored to client needs, and clients can restrict investments in specific securities. SPY focuses on due diligence, options trading, strategic asset allocation, and client risk profiling.
Assets Under Management$20M
Clients13
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee is negotiable. A one-time $500 fee is charged to assist with account setup and transfer to Interactive Brokers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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