Your First Step

Wealth Management with transparent and competitive fee: What you need to know before you invest

At our wealth management company, we focus on creating wealth through structured notes while prioritising transparency in fees. We believe our services are valuable, and we charge fair fees that reflect the expertise we provide. To ensure clarity, here’s a breakdown of our fee structure:

  1. Investment Advisory Fee :

    This is an annual fee based on the assets we manage for you. The more assets you have, the lower the fee percentage. The minimum investment amount is $50,000.

 

Total Asset Under Management

Annual Fees

$50,000-$249,000

1.25%

$250,000-$749,000

1.00%

$750,000-$1,499,000

0.85%

$3,000,000 above

0.65%

*And just so you know, these fees are charged on a monthly basis. You’ll be charged 0.104% every month, which will add up to 1.25% per annum. 

  1. Platform Fees :

    You may incur charges like custody fees and dealing fees, which will be clearly detailed in your account statements. We encourage you to review your account regularly to stay informed about these charges.

We are Independent

We are an independent firm, meaning we are not tied to any specific brokerage or custodian. This enables us to choose the best partners for our clients to ensure the best customer service, fees, and stability.

We aim to build trust by being transparent about all costs. If you have any questions or concerns, please don’t hesitate to reach out to us. We’re here to help you achieve your financial goals with confidence.