WEALTH MANAGEMENT FEES IN PLAIN ENGLISH: WHAT YOU NEED TO KNOW BEFORE YOU INVEST

…how our structure fits together to benefit you

Updated: May 22, 2024

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%
*And just so you know, these fees are charged on a monthly basis. So if you have an annual fee of 1.25%, you’ll be charged 0.104% every month.

Now, let’s talk about additional service fees.

You may incur charges like establishment fees, custody fees, and dealing fees, which will be charged directly to your account.

But don’t worry – we’ll always be transparent about any costs you might incur.   We encourage you to review your account statements regularly so you can keep track of any fees associated with your account.

Finally, we want you to know that we’re an independent firm.

That means we’re not tied down to any particular brokerage firm or custodian.

We have the freedom to choose the best partners for our clients, and we’ve got high standards when it comes to customer service, transaction fees, and financial stability.

We hope this breakdown of our fees has been helpful for you.

If you have any questions or concerns, please don’t hesitate to reach out to us. 

We’re here to help you build your wealth and achieve your financial goals with transparency and confidence.

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FREQUENTLY ASKED QUESTIONS

What types of fees can I expect when investing with Quadra Wealth?

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.

What are the benefits of investing in offshore tax-haven jurisdictions?

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.

How can Quadra Wealth help me navigate the complexities of investing in offshore tax-haven jurisdictions?

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.

How can I ensure my investments in offshore tax-haven jurisdictions are compliant with the laws and regulations?

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.

Are there any fees for opening an account with Quadra 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.

 

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