Pure financial planning advice is undertaken on an hourly fee basis, so the size of portfolio or asset base is to a large extent unimportant.
When H Capital manages money we can and often do take on relatively small portfolios – it depends on the circumstances – but our preferred minimum portfolio size is US$1M upwards.
Platform and investment management fees are based on a sliding scale relative to the size of portfolio.
|Discovery meeting:||Up to 1 hour free-of-charge|
|Hourly fees:||Up to HK$6,000 per hour|
|Investment Platform establishment:||Up to 3% of the sum invested|
|Investment Management fee:||Up to 1.5% p.a.|
|ILAS (Insurance linked Assurance Scheme) analysis:||HK$3,000 per policy|
|CX P Fund information service:||Ask for details|
|ETF & Stock Trading strategy:||Ask for details|