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Investment Basics |
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Mission Statement
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My Account
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Buy Jesse's Tapes
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Buy Jesse's Books
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Jesse's Daily Word
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Professional Profile
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Jesse in the Media
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Book a speaker
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Our mission is to
assist African Americans and all Americans who are underinvested to seek the American
Dream of Prosperity and a high standard of living through the use of high quality
investment vehicles.
OUR VISION:
The vision of this entrepreneurial effort is to bring the
underinvested into the mainstream of American economic life. The ultimate satisfaction is
a worry free retirement. This may be the greatest "myth" of all. When polled
about their greatest retirement concerns, a full 80% of respondents cited, "running
out of money." we want to combat that with knowledge and information about saving and
investing in the stock market.
Fee Based Services:
Krystal Investment Management is an investment consulting
firm/managed money service that uses a fee-based approach to provide the benefits of
institutional asset management to retail clients . We are financial advisors and since
1989, are SEC registered investment advisors.
Why use a fee-based program:
As an independent third party investment advisor we
provide the "peace of mind" to provide a game plan, including an investment and
asset-allocation strategy, performance-measurement that every client needs. In a client
relationship there is the setting of investment objectives, investment manager selection,
confirmation of transactions, monthly transactions statements, asset custody,
quarterly-monitoring, and performance-reports. Often these items have variable costs and
are often priced separately. A fee structure keeps all these prices reasonable and at a
competitive price. As a professional financial advisor my fees are flexible to meet the
clients needs. My hourly rate is $350 for consultation. My daily rate is $5,000 a day /
$2500 ½ day. Plus expenses for out of town travel.
My speaking fee for a 45 min Presentation is
$10,000. All day seminar negotiable . For clients and prospects there is no charge for
initial consultation. At the end of the initial consultation if the client decides
to select me as their financial advisor a fee arrangement will be agreed upon.
There are three methods for paying my fees:
1) If we agree that we will select a strategy of a portfolio of front end mutual
funds and insurance products then my fee will be part of the commission structure of the
mutual fund family we select and will require no payment on the part of the client at all
. The fund will pay me a commission. Those fees will be outlined in the
prospectus.
2) If we agree that we will select a strategy of individual stocks and bonds or no load
mutual funds, limited partnerships and other specialty investment vehicles, then the fee
will be $500 to set up the account and establish the necessary SEC/NASD paperwork and then
the per trade transaction fee of $29.95 plus any exchange commission or fees that may be
applicable that are normally no more than $30 per trade. After the inital $500.00
the charge will be hourly .
3) For accounts over $100,000, I will accept a wrap fee structure that would be billed
quarterly at an annualized rate of 1% of the total value of the account . This would
include all transaction fees , all documentation fees and consultation fees. It would
involved a personal in office quarterly review of the portfolio . This service involves
the initial consultation with the client and a written financial goal strategy.
It also aprovides for unlimited phone consultation.
IN ADDITION :
There is an opprotunity to get a mini financial plan
developed personally by me for you. Go to my home page and click on " Want a Financial Plan ?"
This will allow you to select a mini financial plan and have a report sent directly to you
for you to review prior to setting up a consultation. This is a wise way to get your
thoughts together before making an appointment.
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The firm provides FRRE newsletter
, my book " Pay Yourself
First " at $29.95, and my audio tape " Pay Yourself First" : is $10.00. The
book "Investing in the Dream" is $22.95. Both of these books may be
purchased Here
. You may
obtain an autograph copy by calling 1-800-541-9578
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