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Bitsy Advisor, LLC
800 S. Gay St., Ste. 1100
ATTN: Bitsy Advisor
Knoxville, TN 37929

E: [email protected]

833-212-0249

Conservative Benchmark

1.25% Annual Advisor Fee

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$500,000 Initial Value

15 Year History (From 1/1/2003)

Portfolio Build:	50% Risk 50% Safe
Ending Value (12.31.17):	$1,200,568.43
Value if Taxed (12.31.17):	$876,841.53
Total Advisor Fees:	≥ $123,412.35
Average Annual Return:	7.51%
Best Year:	15.2%
Worst Year:	-15.5%

See Spreadsheet

Bitsy Advisor Analysts

Conservative. "Guided" Flat Fee



$500,000 Initial Value

15 Year History (From 1/1/2003)

Portfolio Build:	50% Risk 50% Safe
Ending Value (12.31.17):	$2,168,691.28
Value if Taxed (12.31.17):	$1,344,386.87
Bitsy Advisor Fees:	$28,791.12
Average Annual Return:	10.59%
Best Year:	25.7%
Worst Year:	-0.1%

See Spreadsheet

On Demand Access

On Demand Access

Conservative Benchmark

$500,000 Initial Value

Bitsy Advisor Analysts

$500,000 Initial Value

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