Our rates are tied to the 10 yr Treasury+ a modest spread for us. https://fred.stlouisfed.org/series/DGS10/.
Calculate your blended rate: Margin Loan Calculator
It takes us 4-10 biz days to wire the funds to the portfolio owner. We can do this in 23 currencies for your global customers, or currency diversification.
No monthly, or quarterly payment required Indefinite/unscheduled payback.
No credit score required.
No other fees to obtain the loan.
If you have collateral, we can make you a loan.
Collateral accepted: Stocks/mutual fund portfolios.
We do not accept real estate, retirement accounts, annuities, vehicle titles, o/g-mineral royalties for collateral. Most banks, credit unions, and mortgage companies are reticent, or do not accept stocks/mutual funds for collateral. After we wire you the money, it is yours to do with as you like.
- Quality of your collateral, which you determine
- Quantity Borrowed, the Fed limits us to a max of 50% borrow less than the max
- Currency Risk, we do offer 23 other currencies vs the dollar
With our rates and no other fees, our operation has got to be simple. No paper. All digital.
On homes $750k and up, good tax advice might show you that all of our interest is deductible for your loan!
On amounts over $10k we pay an annualized rate of 1.68% for the days deposited with us.
If you have erratic cash flow, this is a Godsend from having to meet a monthly or quarterly payment. The margin interest is debited directly to your account on a monthly basis. You continue to get your dividends and interest. You can buy and sell within your portfolio, but we retain it for collateral until our loan is repaid. We do release all capital over the 50% portfolio lending limit. For our rates to be so low with no other fees or charges, it must be simple to do business with us.
To do your homework/research on Bullish Bob Bagley Securities, Inc. , please go to www.finra.org, click on BROKER CHECK, on the right side of your screen, and our firm CRD # is 24761 and my individual CRD # is 10044. My son, Tres, also works with me and his CRD # is 2529749. Our call symbol is BOBS. Members of SIPC. You can also contact the State Securities Board of Texas in Austin. You would be grateful at how diligent they are in our state.
Give us an opportunity to say, “Yes!”