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What is an asset allocation plan? A guide which helps match your long term personal investment objectives to a suitable portfolio mix of various asset classes. Your plan will depend on your financial objectives, time horizon, risk tolerances, and present financial situation. What is a Registered Investment Advisor? A person or company that charges a fee for investment advice or ongoing portfolio management. How do you earn your fees? We charge an annual fee which is billed on a quarterly basis. The fee is a percentage of your total assets under management and can range between 0.6 to 2.0 percent annually. The percentage is determined based on the size of your account(s).
What is your minimum investment portfolio?
Our minimum investment portfolio requirement is $150,000.
Do the funds you invest in charge a front or back end load?
No. We invest in no load mutual funds or funds with loads that will waive the loads for us, the savings is passed on to the clients.
Compak uses Fidelity`s Institutional Brokerage Group (IBG) to act as our custodian and clearing firm. Fidelity`s IBG provides a full array of brokerage services. Do you use Fidelity funds exclusively? No. Compak is an independant company. We have no proprietary funds or inventory of stock to push onto you. This means we can use just about any fund out there and make our choices based on performance not commission. Fidelity offers over 345 different fund families. Do you offer trading in futures and options? Yes. We offer individual and managed accounts. Is futures and options trading risky?
Who is ADM Investor Services? ADMIS is a wholly owned subsidiary of Archer Daniels Midland Company. We use ADMIS as our clearing member for all commodity and option trading.
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Where is my account set up? 
Yes. Commodity and option trading is generally associated with high risk, therefore; it may not be suitable for every investor. However, if properly managed, commodity and option trading can be an important part of your complete portfolio.