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Business Consultation

Services & Pricing
 

Investment Management & Financial Planning Services

      Investment Management    

  • Develop investment strategies customized to your specific scenario

  • Optimize asset allocation based on your objectives, constraints, and risk tolerance

  • Monitor your investment portfolios and rebalance and reallocate your portfolio as needed

  • 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

  • Analyze your current financial picture 

  • Provide recommendation on how to meet your financial goals and improve your financial position

  • The plan may cover the following financial planning subjects:

    • ​Cash flow & debt planning

    • Risk management & insurance planning

    • Investment planning

    • Retirement planning 

    • Tax reduction planning

    • Gift and estate planning

    • Others (small business, cross-border financial planning, etc.)

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!

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Let's connect &
get started! 

to schedule a 15 minute introductory meeting for FREE!

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