Client-Centered Cross-Border Private Wealth Advisory provides financial planning and investment advice to individual expatriate residents of Thailand. Services include advice on cash flow, debt management, currency management, risk management, college funding, retirement planning, executive compensation, and investment portfolio construction. Clients are not obligated to implement any advice and make their own investment decisions.
Assets Under ManagementN/A
Clients50
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
All fees are subject to negotiation, and we reserve the right to provide services at preferential rates or on a pro bono basis to certain individuals on the basis of perceived financial need or as part of an existing service on a related account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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