EasyTransfer Corporation provides ongoing portfolio management services tailored to each client's specific goals, time horizon, and risk tolerance. EasyTransfer Corporation creates a personalized investment policy statement for every client and manages portfolios on a discretionary basis, meaning the firm makes buying and selling decisions without needing to consult the client prior to each transaction. The firm primarily invests in U.S. equities and exchange-traded funds, while also utilizing mutual funds, fixed income securities, non-U.S. securities, and venture capital funds when appropriate. In addition to standard asset-based management fees, EasyTransfer Corporation offers performance-based fee arrangements for qualified clients. EasyTransfer Corporation also operates a financial technology platform for international education payments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are generally negotiable. Qualified clients may alternatively choose a 0.00% management fee plus a 25.00% performance fee on returns exceeding a 6% hurdle rate.