• Institutional
  • Individual

Frequently Asked Questions!

After inflation, taxes and fees, what is a reasonable estimated return on my portfolio over the long term?

Over the long term, it is reasonable to believe that your return could be  3% to 4% annually.

Does Calabash Have Access to the Fund in my Account

This account is yours, it is not under Calabash Asset Management LLC. Calabash LLC and our money managers do not have any access to the funds in your account. Calabash LLC cannot move money in and out of your account. We have no power of attorney over the account. It is only yours just as it would be had you signed up with Interactive Brokers (our bokerage account) without Calabash LLC

How Do I Close My Account?

If you need to close your account, the process is simple. Log in below and click your name in the header. From there you will select “Settings” which is where you will click on “Accounts” from the sub-header. Once to this page, you will click the three dots towards the right of the account you are looking to close. You then will be asked to answer one of your security questions:

This will withdraw all your funds directly to your linked bank account and disable your account. There are no trading fees or penalties for closing accounts.

Please contact us at support@Calabash Asset Management LLC.com if your decision to cancel is based on any problems you may be experiencing. If you simply need access to your funds, note that there are no fees for accounts with a $0 balance, so feel free to withdraw and keep your account open until you are ready to invest with us again.

If you would like to try Calabash Asset Management LLC again in the future, simply click “Add Account” at the right hand side of your Summary page.

Does Calabash Asset Management LLC support accounts for minors?

We do not offer custodial accounts for minors. All customers must be at least 18 years of age in order to consent to all our agreements.

You may, however, create separate savings goals for minors and then make deposits and withdrawals on their behalf. This works great if you’re using Calabash Asset Management LLC as a tool to show them the benefits of saving. You can even select just their goal in the Performance section of your account to show them performance data.

How is a Calabash Asset Management LLC account different than a traditional online brokerage account?

Calabash Asset Management LLC offers unique features, including:

  • A straightforward pricing model without hidden fees.
  • We focus on the only two investments which matter to most investors – a great stock basket and a conservative bond portfolio.
  • An incredibly easy user experience which makes it easy to understand your money and control your exposure to risk.
  • Automatic, seamless diversification (which means higher returns with lower risk).
  • Automatic rebalancing of your portfolio.
  • Automatic reinvestment of your dividends.


Is a Fee-Based Investment Management System right for you?

Independent, fee-based money managers give you personal service, an individualized portfolio, and ongoing management. With fee based management, as opposed to transaction based management, you and your advisor are on the same side. You no longer have to question the decisions of a broker to buy or sell your securities. A Professional Money Manager does not receive commissions on transactions. A manager is paid based on a percentage of assets under management. Therefore, it is in the best interest of both the Money Manager and client to see the portfolio grow.

How do I Open an Account with Calabash Asset Management

There are four simple steps to opening an account

  1. Complete (read and sign) the Investment Adviser Contract

2.  Read Form ADV Part A and B

3. Open a Brokerage Account

4. Fund the brokerage account

How do you report investment performance?

We report after all expenses, compared to an average of highly similar assets that includes dividends or interest income, over the short and long term

How often do you trade?

Our focus is always to deliver the best possible returns for our clients. We trade as seldom as possible, to achieve that goal.

What is my account number?

You can view your account number(s) here:
Log in to your Calabash Asset Management LLC profile on a desktop or laptop
Click your name at the top right
Select “Settings” from the drop-down
Navigate to the Accounts tab from the sub-header
You’ll see all applicable account numbers listed on the Accounts tab

Which professional credentials do you have, and what are their requirements?

We are registered investments advisers in Maryland -which means we had to sit and pass the Series 65 exam in Maryland.  While we are not CFA [Chartered Financial Analyst], or CPA [Certified Public Accountant], we have decades of experience following the market, gathering data for our evidence based approach to investing

Who manages your money?

We do, and we invest in the same assets we recommend to our clients