Frequently Asked Questions

1. What should I know about John Shao Portfolio Management, Inc. (JSPM)?
2. Why should I consider using an investment advisor?
3. Is there a minimum account size?
4. Where are my assets held?
5. How are my assets protected?
6. If JSPM does not hold my assets, how does it manage my account?
7. Are my assets pooled with other investor funds?
8. Does JSPM choose the same investments for all clients?
9. How does JSPM manage the income tax consequences of investments?
10. How does JSPM decide what stocks and bonds to buy, hold and sell?
11. In what ways do I receive information about my account?
12. What does JSPM charge for its services?
13. Why a recurring management fee instead of a one-time commission?
14. If I have a retirement account, can I have management fees taken from the account? Is this considered a distribution?
15. How do I go about getting started?