Our investment management service addresses the challenges you face in managing your assets due to time and information constraints. We provide the solution by offering a tailored, personalized approach to managing your investments. Our expertise ensures the creation of a diversified portfolio that aligns perfectly with your financial goals and risk tolerance.
How we do Investment Management
- Diversified Investment
- Customized Portfolio
- Tax Efficient Strategy
Fee Structure: The fee is based on a percentage of assets under management and is negotiable. The annualized fees for investment management services are based on the following fee schedule:
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.80% |
| $3,000,001 - $10,000,000 | 0.60% |
| $10,000,001 - $15,000,000 | 0.40% |
| $15,000,001 and Above | 0.25% |
The annual advisory fee is paid monthly in advance based on the value of the Client's account(s) as of the last day of the billing period. The advisory fee is a blended tier. For example, for assets under management of $2,000,000, a Client would pay 1.00% on the first $1,000,000 and 0.80% on the remaining balance. The monthly fee is determined by the following calculation: (($1,000,000 x 1.00%) + ($1,000,000 x 0.80%)) / 12 = $1,500.