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 often do you review my account(s)?
   
   
10. How does JSPM manage the income tax
    consequences of investing?
    
    
11. How does JSPM decide which stocks and bonds to buy, hold and sell?
    
    
12. In what ways do I receive information about my account?
    
    
13. How does JSPM charge for its services?
    
    
14. Why is JSPM fee-only based instead of
    commission-based?