Getting Started

You create your own brokerage account at Charles Schwab. It stays fully in your name, and only you can deposit or withdraw money whenever you want.

With RIA access, I can place trades in your account — but I cannot transfer, withdraw, or touch your money. My role is strictly investment management.

I focus on high-quality setups and longer-term positions, not looking for people with a get rich quick mindset. The goal is steady, meaningful growth over time.

You’ll see every trade, every position, and your performance live inside your Schwab account. Nothing is hidden — full transparency at all times.

Fees are straightforward: 10% of profits, charged quarterly.
If your account doesn’t grow, I don’t get paid. We win together.

Once your account is set up, you don’t have to manage anything day-to-day. I handle the investing, and you stay in full control of your money.