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

AUM fees are calculated and applied separately for each account, even if multiple accounts are held by the same client.

* 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.