…how our structure fits together to benefit you
At our wealth management company, we specialize in creating wealth through structured notes.
But we know that when it comes to managing your money, transparency is key.
That's why we're committed to being upfront about any fees that may apply to our services.
We believe that our services are valuable, and the fees we charge are a fair reflection of the expertise and skills we bring to the table.
We want to make sure you're comfortable with the costs associated with working with us, so we're happy to explain our fee structure in detail.
Let's start with the investment advisory fee.
This is an annual fee that you'll pay based on the assets you have under our management.
The more you've got, the smaller the percentage - it's like a reward for being financially savvy!
There's no minimum fee for asset management, so you can start with whatever amount you're comfortable with.
To make it crystal clear, here's a breakdown of our annual investment advisory fees based on your total assets under management:
| Total Assets Under Management | Annual Fee* |
| $0-$249,000 | 1.25% |
| $250,000-$749,000 | 1.00% |
| $750,000-$1,499,000 | 0.90% |
| $1,500,000-$2,999,000 | 0.85% |
| $3,000,000 plus | 0.65% |
"I am happy to recommend Khalid because he is extremely trustworthy and breaks things into simple models for me to understand. Thank you for your support!"
Great question!
We believe in full transparency, so let's break it down. We charge a simple investment advisory fee as a percentage of your assets under management.
The investment platform will also charge establishment fee, dealing fee or any other fee, when applicable.
Don't worry; we'll make sure you understand every fee involved, so there are no surprises along your wealth-building journey.
Offshore tax-haven jurisdictions can offer several benefits to investors, including lower tax rates, increased privacy, and asset protection.
By strategically investing in these jurisdictions, you may be able to optimize your tax exposure and protect your wealth from potential risks.
Keep in mind, though, that regulations and laws can vary, so it's essential to consult with a professional to navigate this complex landscape.
At Quadra Wealth, our team of experts is well-versed in the intricacies of offshore investing.
We'll work closely with you to understand your goals and provide guidance on the most suitable offshore tax-haven jurisdictions for your unique needs.
Our goal is to help you make informed decisions that optimize your wealth growth and protection.
Compliance is essential when investing in offshore tax-haven jurisdictions.
Quadra Wealth will work closely with you and, when necessary, collaborate with legal and tax professionals to ensure your investments are compliant with relevant laws and regulations.
Our commitment to transparency and diligence is designed to provide you with peace of mind as you grow your wealth.
Good news! Opening an account with Quadra Wealth is absolutely free.
We want to make it as easy as possible for you to start your wealth-building journey with us.
Quadra Wealth is an independent offshore financial planning and wealth management advisory firm based out of Dubai, UAE. We specialize in wealth management services, not limited to retirement planning, children’s higher education plans and wealth accumulation plans.
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