Fees & Commissions
We believe you should always know what you’re paying and never overpay.
And your satisfaction should be guaranteed.
Why our pricing isn’t fixed
Investment advisory work varies by client profile, portfolio structure, and level of ongoing involvement.
Objectives
Goals & time horizon shape scope
Complexity
Holdings, structures, and constraints
Involvement
Ongoing monitoring vs. one-off
Requirements
Regulatory & compliance needs
How fees are structured
Three common engagement models, depending on your needs.
Objectives
- Continuous guidance & portfolio oversight
- Periodic reviews and strategy updates
- Reporting and monitoring cadence
- Ongoing support as markets evolve
Project-based engagement
- Defined scope and deliverables
- Analysis for a specific decision or transaction
- Clear start/end and handoff
- One-time portfolio or allocation review
Optional: performance-aligned terms
- Used in select cases, where appropriate
- Designed to align incentives with outcomes
- Disclosed and agreed upfront
- Subject to applicable rules and suitability
What you receive as a client
Core deliverables
- Dedicated advisor and clear communication
- Portfolio strategy & asset allocation
- Regulatory transparency and documentation
- Risk profiling & suitability assessment
- Monitoring & periodic reviews
- Confidentiality and data protection
Optional: performance-aligned terms
Reporting format and review cadence are tailored to the engagement scope (e.g., quarterly reviews, milestone updates, or on-demand snapshots).
Review cadence
Portfolio summary
Risk overview
Action items
