We provide complimentary initial financial consultations in most cases. However, in the case that a prospect requests an in-depth analysis that will take many hours to complete, then we may charge an upfront fee. We have different mandates for services and charges:
Freedom Solutions: normally 2% Upfront (case to case basis) but we do work on annual management charge basis depending on product structure & services and debts under management.
Asset Building Structures: Market Standard upfront charges plus annual management charge basis depending on product structure & services and assets under management, for Portfolio Management Assistance additional charges of 15-20% on capital gains, depending on complexities.
Legal: Legal fee for the Partner firm will be very competitive, on case to case basis, plus Judicial charges/fee as fixed by MOJ.
Insurance: Premium only, as charged by partner firms.
Regulatory Charges: Analysis fee of USD 1000 per regulator, plus industry standard related charges if any.
Fintech & Regtech Services: As per project and FSD estimates.