Jade & Cowry is a registered investment advisor offering comprehensive financial planning, cross-border financial planning, equity compensation analysis, and investment management services. Led by Certified Financial Planners Hui-chin Chen and Sefa Mawuli, the firm utilizes passive investment strategies and low-cost funds to build globally diversified portfolios tailored to each client's specific goals, risk tolerance, and tax considerations. Jade & Cowry specializes in complex financial situations, such as multi-country tax planning and stock option evaluations for tech professionals, serving clients through ongoing annual programs as well as project-based hourly consulting.
Fee Structure
Jade & Cowry bundles investment management at no additional cost as part of its ongoing annual financial planning program. Rather than charging a percentage of your portfolio, the firm charges a fixed annual fee divided into monthly payments based on the complexity of your situation:
- Tier 1 — $6,300 per year ($525 per month)
- Tier 2 — $8,820 per year ($735 per month)
- Tier 3 — $11,340 per year ($945 per month)
- Tier 4 — $15,120 per year ($1,260 per month)
For clients residing in the state of Washington, investment management and ongoing planning are instead charged as a flat 1.25% of your portfolio per year, paid monthly in arrears.