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Fee Structure
"Thanks Mike. I was hesitant about the fee, but by the end of the day it was clear it was it was money well spent. In fact, over the past few months we booked millions by selling our long position in WCI and taking the short side for a very healthy profit. Not to mention the other positions we closed out and took the short side on based on your tour. I'd say the return on investment was more than 10,000 to 1."
- Hedge Fund Director
"You've had the balls to be a lone voice for quite some time.
My overpaid analysts seem to have missed what you called so well for so long. I'm just sick at this point. We were long TOA, SPF and WCI
when you were telling me they were toast.
Who's next next to leave the party Mike?"
- Hedge Fund Partner
Below you will find my fee structure for conference calls, consulting, research, tours and brokerage services. If you have a large project, please call me to discuss. I will respond with a project based fee.
Additional Data and Information: I offer my services to a variety of clients, including builders, portfolio managers, hedge fund managers, REITs, private investors, etc. My clients receive additional information and data that does not appear in my free Internet version. If you are interested in more detailed data or color on any of the areas highlighted in my Outlook and Update, please email or call me. Morgan@MorganFlorida.com - 772-260-5448
Homeowners, Residential Buyers, Individual Investors: I offer a limited number of hours each week at $75 for 15 minutes to homeowners with foreclosure, short sale and general buying/selling questions regarding primary and vacation homes. Once you process your payment, you will receive an email with available dates and times.
Purchase 15 Minutes Now
Investment Advisory Services, Consulting and Project Fees: The first hour of my time is billed at $375. Blocks of time are available from $250 - $325 per hour. You may pre-pay for your initial one hour block with the link below. Additional hours are available in blocks with a 50 hour block for $12,500 (250p/h) or a 25 hour block for $7,375 (295p/h) or a 15 hour block at $4875 (325p/h). My open rate is billed at $375 per hour. I also offer per project fees for research and field projects. If you are interested in a block of time, please contact me to discuss availability.
Purchase One Hour Now
Real Estate Tours: $4,500 for the first day. $3,500 for second day. For longer and more extensive tours, call to discuss.
Real Estate Broker Services: I offer the same block of time fee structure if you are a buyer . . . and any commission I earn as your Broker is returned to you at closing. For example, if you purchase a $5 million property with a 2% commission, you will receive the $100,000 at closing to be applied to the purchase or a check to you. The same holds true if you are a fund looking at a $100 million condo tower. I will do the ground work, research and follow through on the closing. If the commission is 1%, you receive the $1,000,000 at closing, as you have already paid my fees on an hourly basis.
"I don't know why we just spent $150,000 on a WCI due diligence,
when an hour with you told me everything I needed to know."
CEO of Private Real Estate Investment Group
Investment Advice - I hold a Series 65 license and I offer one-on-one investment advice to a limited number of clients on a fee basis. More importantly, I spend a lot of time in the field . . . behind enemy lines. You can pay the analysts a fortune for rear-view mirror analysis and spreadsheets with numbers, but that's doesn't tell you what is happening "now" and what is going to happen. The only way to discern that . . . is to go out in the field . . . behind enemy lines.
I don't charge the huge percentage of profit fees and I don't charge for anything I don't do. It's very basic. If you want front line research, analysis and advice, call me. If you want rear-view mirror KaKa de Poop with a cute flower and sprig of mint, call Ivy Zelman, formerly with Credit Suisse or Dan Oppenheim, now with Credit Suisse or any of the other rear-view market mavens in the big shops. In fact, there is a room littered with the fallen factoids of fantasy. I'm sure you can hire some of the wounded for a few pennies and a piece of pie.
DISCLAIMER AND WARNING: As you can see, I like to have fun and I call it like it is. For the folks that feel I am too honest and too forthright, please put me on your National DNC (Do Not Call) List. For the folks that want to hear the truth, even when it is painful, I'm here to discuss your specifics and to share what I see and hear.
Monthly Crisis Portfolios - If you're interested in my Crisis Investment Portfolios - recommendations, buys, sells, updates and trade alerts, I offer three model portfolios for $175 per month . . . one for the little guy, one for IRAs and 401ks and one for larger accounts with more trading experience. Anyone interested in the monthly option can purchase it below . . . or you can watch Cramer for free - Click Here. Let's face it, if you listened to him or the other experts, you're hurtin' right now. On the other hand if you had been shorting the builders and banks with us, you've got healthy double digit returns.
Builders (shorts, longs, BKs)
Real Estate (commercial, office, multi-family)
Financials (here and abroad)
China
Oil & Gas
Farm Commodities
Metals
General (retail, entertainment, hospitality, Google and . . . )
One PUT Position (higher risk, higher return, short trade)
INCLUDES: All Trading Portfolios, Full Versions of All Reports, Monthly Conference Call, All Email Updates and Trade Alerts, Conference Call Replays and Private Updates
- 30 Day Plan for $175 -
$1800 Annual Option PLUS $175 Monthly Option
Monthly Conference Call Montly Conference Call
- Save $300 - Purchase Now
Purchase Now
One-on-One Investment Advice - If you want more interaction and more management, I offer two basic options. One, is a $285 a month plan where you receive the Model Portfolio and 30 minutes a month on the phone with me to discuss your personal objectives and modifications to the model. And you can use that 30 minutes over the entire month in 5 minute increments, so you can call me once 6 times at 5 minutes each, or 2 times in 15 minute increments or whatever you want. There is also a 60 minute plan. The other option starts at $2,000 a month. This portfolio approach provides you with a more intensive management service for protecting and growing your assets as we move into very dire economic times. This option also includes tax and estate planning with our attorneys and CPAs. Please call me to discuss either option - Mike at 772-260-5448 - Mike@MorganFlorida.org
$285 - Monthly Portfolio Plus $475 - Monthly Portfolio Plus
30 Minutes One-On-One Per Month 60 Minutes One-On-One Per Month
(minimum 5 minute increments) (minimum 5 minute increments)
Purchase Now Purchase Now
High Net Worth Individuals - I offer a comprehensive investment plan for managed portfolios of $2M or more. This plan includes tax and estate planning with our CPA firm and attorneys.
15 Minutes - If you want to pick my brain for 15 minutes, I'll offer six 15 minute blocks each week for $75 each. This will provide you with sufficient time to address a few questions and determine if you wish to purchase more of my time.
Purchase 15 Minutes Now
Hourly Rates: The first hour of my time is billed at $375. Blocks of time are available from $250 - $325 per hour. You may pre-pay for your initial one hour block with the link below. Additional hours are available in blocks with a 50 hour block for $12,500 (250p/h) or a 25 hour block for $7,375 (295p/h) or a 15 hour block at $4875 (325p/h). My open rate is billed at $375 per hour. All blocks must be used within three months of purchase. I also offer per project fees for research and field projects. If you are interested in a block of time, please contact me to discuss availability.
Purchase One Hour Now
We held a 3.5 hour conference call on Thursday, July 17, 2008 and another shorter call on July 22nd. We are also holding a detailed conference call on August 7th. If you are interested in the replay links, you can purchase all three downloads for $35 (total) which will be emailed to you as soon as we receive your payment. And remember, all of the replay money goes to charity for children and the homeless. One more thing, all of my charity work . . . is done anonymously. No one ever knows it is me. I do it through my website, and if any of you want to do the right thing, you are welcome to join our very private and very discreet group. Visit our website at www.MatthewSixFour.com - Matthew 6:2 - "So when you give to the needy, do not announce it with trumpets, as the hypocrites do in the synagogues and on the streets, to be honored by men. I tell you the truth, they have received their reward in full. (3) But when you give to the needy, do not let your left hand know what your right hand is doing, (4) so that your giving may be in secret. Then your Father, who sees what is done in secret, will reward you.
If you have what it takes, join our group. In any event, if you just want to help with the $35 for the replays - Purchase Replays Now
Next General Conference Call - I will hold another conference call on Thursday evening (August 7th) at 9:30 p.m. EDST. I'm doing it at 9:30 p.m. EDST so my clients on both coasts can participate, as well as my clients in Australia and Southeast Asia. If you are interested, I will speak for up to three hours. This call will be moderated and OPEN to questions from anyone on the call. Instead of me speaking for an hour in the beginning, the call will be pure questions from callers. Even though we went till 1:00 a.m. on the last call, we did not get all the questions answered. I will discuss individual stocks when I can, but I will not tell you whether they are in our portfolios, and I will not give you details that are reserved for my paying clients. That level of information is reserved for one-on-one clients and our "client only conference call."
This call will be open to the general public and I will address all questions, but I will NOT get into specifics about stocks. Mutual funds and hedge funds don’t get into that. In fact, they only give you a monthly performance report. I offer a variety of levels of service. So if you want the deatails and you want on-on-on investment advice, I offer that. Hedge funds, mutual funds and 99% of the other Investment Advisors don’t do that because they can’t make the piles of money they make by ripping off the general public. I invest my client’s money as if it were my own. I invest in groups, sectors or best of breed. If you are looking for a dart board pro . . . . try Cramer or any of the other guys that put out rear-view mirror newsletters and stock picks. This is not a horse track folks. And even though Cramer claims to have 4000 stocks in his head . . . I don't.
The next call will be moderated and OPEN to questions from anyone on the call. If you are on the shy side, and do not want to ask a live question, you can email your question before or during the call. Instead of me speaking for an hour in the beginning, the call will be pure questions from callers.
I can assure you, it will be a FANTASTIC call. I encourage you to email comments and questions for the call in advance to Mike@MorganFlorida.org
August 7th General Conference Call and Replays of July 17th and 22nd
Purchase Now- Only $45
August 7th General Conference Call PLUS . . . Both Replays, Trading Portfolios, Monthly Detailed Report, Trade Alerts, Private Updates - 30 Day Plan for $175
Purchase Now – Just $175
30 Minutes of One-on-One Plus Trading Portfolios and Updates - Everything above, plus 30 minutes of one-on-one investment advice - you can use the time throughout the month in multiple calls or emails - $285
Purchase Now
60 Minutes of One-on-One Plus Trading Portfolios and Updates - Everything above, plus 60 minutes of one-on-one investment advice - you can use the time throughout the month in multiple calls or emails - $475
Purchase Now
15 Minutes - If you want to pick my brain for 15 minutes, I'll offer six 15 minute blocks each week for $75 each. This will provide you with sufficient time to address a few questions and determine if you wish to purchase more of my time.
Purchase 15 Minutes Now
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