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Recompound - Only Pay From Portfolio Growth

Our Fee Story

Thank you for visiting this sub-page and wanting to learn more about our subscription fee simulation. We believe that this is an important component that potential customers must understand in a bid to have a smooth working relation going forward.

A brief note, our fee simulation is inspired by Warren Buffett Partnership’s fee structure with core tenets below:

Investing for the Long Term

We focus on investing with a sound investment framework for long term value creation instead of trading unnecessarily and trying to time the market.

Incentive Alignment

We obtain value by putting our clients first and only incur charges when our clients get their investment value accordingly.

For more information, visit https://blog.recompound.id/p/the-story-of-recompounds-performance

Fee Structure

Important: Note that all funds remain with your account under your name. We have no access nor control to your brokerage account. You execute the investments yourself upon reviewing investment information that is shared from our team.

We only help you with the monitoring of your portfolio value overtime and incur charges accordingly based on your portfolio value.

Huray! you have just started hiring your CIO that will help you invest more intelligently for the long term!

Your starting portfolio value is 100 (invested amount + cash)

End of month 1: off to a fantastic start! At the end of month 1, we record that your portfolio value (invested amount + cash + dividends) is now 105.

Therefore, your fee will be: (105 - 100) * 20% = 5 * 20% =1

End of month 2: market drawdowns is inevitable. As 103 is less than your all time high value, there is no fee for month 2.

End of month 3: Your previous all time high is 105. Your portfolio value is now 106. Phew recovery!

Therefore, your fee will be: (106 - 105) * 20% = 1 * 20% = 0.2

Small note: not (106 - 103) * 20% because we charge your growth once

End of month 4:

You decide to topup 10 because you like our working arrangement. Your all time high value is now 116.

Super grateful but there is no fee because portfolio value needs to grow beyond 116.

That’s all! Still burning with questions?

Read our prospectus document, visit: https://bit.ly/46ffqr7

Or

Schedule a call with us! We’d be happy to learn answer any questions you'd have for us.

Recompound - Only Pay From Portfolio Growth

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Disclaimer

DATA ACCURACY

This section is to disclaim that all of the information presented in this page may be inaccurate due to a number of reasons. The reasons include but not limited to rounding errors and late notification of cash balance top up as there is no formal data sharing between brokerage firm and Recompound. Should you discover any discrepancy in the data that has been provided above, please contact our customer support here.

BUKAN NASIHAT INVESTASI

All information on rebalancing activities presented on this site is presented “as is”. The information presented should not be construed as legal, tax, investment, financial or other advice. Customers are fully responsible for their own investment decisions. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Recompound or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Your personal financial situation is unique, and any information and advice obtained through the Service may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.

INVESTMENT RISKS

There are risks associated with investing in stocks. Loss of principal is possible. A stock’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

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