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As a fee-based advisor, Kloster Capital
derives its income from one low advisory fee - our fee is 1% per year
based on the client's assets under management. Our services require a
minimum initial investment of $250,000.
Can You Afford Not To?
Many people believe that
doing business with a Registered Investment Advisor, or "financial
planner," is expensive and difficult. If you are reading this and
thinking about it you may believe that too. In reality working with an
objective, full time, financial professional is usually no more costly
than doing it your self. Considering the benefits we can offer it is
very likely that your long run returns will be better (therefore the
cost to you cheaper) than if you continue to try to manage your affairs
independently. To help you to see for yourself just how much we cost
versus what you are now doing please see our fee calculator [link to
calculator]. Then, if you are convinced that you can afford us, please
read on for the benefits we offer by clicking on the "What
We Believe" link.
What We Believe
Protection of Client Assets
Kloster Capital provides - at no cost to the client - account protection
of up to $500,000 (a limit of $100,000 in cash) through Securities
Investor Protection Corporation (SIPC).**SIPC is a non-profit membership
corporation that provides coverage on all cash and securities registered
with the Securities and Exchange Commission. We can also make
arrangements for additional private coverage. In addition to SIPC
coverage, your account will also have $99.5 million in supplemental
coverage, bringing the total for each account to $100 million.
**Account protection through SIPC ensures the security of client
assets in the unlikely event the custodian is unable to meet it own
financial obligations. It does not protect assets from a decline in
market value, however.
 
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