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.