0 | - | 100,000 | 3.33% |
100,000.01 | - | 1,000,000 | 2.83% |
1,000,000.01 | - | 50,000,000 | 2.58% |
50,000,000.01 | 200,000,000 | 2.33% |
Terms:
Tax Deductibility – No other fees/costs for the loan – No Appraisal – No Inspection – No monthly/quarterly/annual payments – 4-10 biz days to wire funds – Available in 23 currencies for global customers
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
Our margin rates are blended, based on the tiers above. For example, for a balance over 1,000,000 USD, the first 100,000 is charged at the Tier I rate, the next 900,000 at the Tier II rate, etc.
Collateral accepted:
STOCKS/MUTUAL FUND PORTFOLIOS
We do not accept real estate, retirement accounts, annuities, vehicle titles, or o/g-mineral royalties for collateral.
Your risks:
Quality of your collateral, which you determine
Quantity Borrowed, the Fed limits us to a max of 50% loan to value (borrow less than the max)
Currency Risk, we do offer 23 other currencies vs the dollar
Give us an opportunity to say, “Yes!”