Fees

Asset Under Management (AUM) Fee:

0 – $2.1 million Investment

1.5%

 Recurring annual Fee

Equity management

Fixed income Management

Structured note management

Free Financial planning

Access to private market
investment planning

10 hours of expert financial advise

more than $2.1 million Investment

1%

 Recurring annual Fee

Equity management

Fixed income Management

Structured note management

Free Financial planning

Access to private market
investment planning

10 hours of expert financial advise

Book Your Free 30-Minute Financial Consultation

Additional Information:

Please note that these fees are subject to change and may vary based on individual circumstances. We encourage you to contact our team for personalized fee information based on your specific needs and investment goals.