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James is 38 years old. He has worked at a brokerage house for 6 years and is currently working as an independent advisor. He currently has 3 portfolios on the platform with preference in a conservative profile. He is registered onthe platform since 08/15/2019.
Interest that the portfolio has among investors.
Millions of dollars invested in the portfolio throughout the financial system.
Equities: 0% (shares in stock exchange)
Fixed income: 100% (bonds,etc.)
Risk level: Very Low
You prefer to pursuit a very low return since you would not tolerate losing value in a downturn by accepting a very low risk.
Is the fixed monthly fee that the Professional draws by the use of it’s Portfolio
Clients may incur certain charges imposed by custodians, brokers, and other third parties; please visit our Pricing section.
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