Services & Pricing
Investment Management & Financial Planning Services
Investment Management
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Develop investment strategies customized to your specific scenario​
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Optimize asset allocation based on your objectives, constraints, and risk tolerance​
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Monitor your investment portfolios and rebalance and reallocate your portfolio as needed​
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Provide you with ongoing investment advice and quarterly review meetings
Management Fee-Based
A management fee of 0.75% – 1.25% of the investments under our management
Service Structure for Investment Management Clients
Financial Planning
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Analyze your current financial picture
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Provide recommendation on how to meet your financial goals and improve your financial position
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The plan may cover the following financial planning subjects:
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​Cash flow & debt planning
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Risk management & insurance planning
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Investment planning
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Retirement planning
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Tax reduction planning
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Gift and estate planning
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Others (small business, cross-border financial planning, etc.)
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Financial Planning Clients can choose from the following Service Structures
Project-Based
One-time financial plan with a flat fee ranges from $500 to $5,000 depending on the complexity of the plan
Subscription-Based
Ongoing financial planning advice with a monthly subscription fee between $100 and $400 depending on the services client selected
Hybrid
A project-based financial plan combined with ongoing financial planning advice
* We can arrange customized service plans and fees if none of the above plans work for your specific situation.
Wondering what could be included in a comprehensive financial plan? Take a look at the financial planning roadmap below!
