Inception Date: January 1, 2001
Benchmark: Standard and Poor’s 500 Index (SPX)
Manager: Kevin A. Tuttle, President and Certified Portfolio Manager
Minimum Investment: $50,000
Investment Rates:
|
$50,000 - $249,999 |
2.50% |
|
$250,000 - $499,999 |
2.00% |
|
$500,000 - $999,999 |
1.75% |
|
$1,000,000 - $2,499,999 |
1.50% |
|
$2,500,000 - $3,999,999 |
1.10% |
|
$4,000,000 + |
Negotiable |
Referral Program
Ask about TAM`s Long Only Growth Portfolio referral program which is available to all clients based upon deposited asset levels.
Disclosures
* The fees associated with trading within the account (ticket charges) from the clearing corporation will pass through to the clients and therefore not generate income for the manager or the managing firm.
Church Street Capital, LLC securities offered through Church Street Capital Advisers, LLC.