Investment Advisory
Financial Planning and Consultation
Understanding client needs, risk profile, and long-term financial goals, while providing tailored advice on tax and risk management.
Initial Consultation and Financial Assessment
Risk Management Consultation
Retirement and Long-Term Planning
Tax Efficiency Planning
Initial Consultation and Financial Assessment
Scope: Understand client’s financial situation, goals, risk tolerance.
₦100k
Risk Management Consultation
Scope: Assessing and advising on ways to mitigate investment risks.
₦250k
Retirement and Long-Term Planning
Scope: Tailoring investment strategies for long-term goals like retirement.
₦300k
Tax Efficiency Planning
Scope: Strategies to optimize tax liabilities related to investments.
₦300k
Portfolio Management
Active management of client portfolios, including asset selection, purchase, ongoing review, re-balancing, and performance reporting.
Portfolio Construction
Implementation and Execution
Continuous Monitoring and Rebalancing (Add-On)
Regular Reporting and Communication
Portfolio Construction
Scope: Selection and allocation of assets to build a diversified portfolio.
₦400k
Implementation and Execution
Scope: Execution of investment decisions, purchasing of assets.
Price: 0.5% – 2% of the investment amount.
Continuous Monitoring and Rebalancing (Add-On)
Scope: Ongoing monitoring of portfolio performance, periodic rebalancing
Price: Annual fee, 1.5% of the portfolio value.
Regular Reporting and Communication
Scope: Providing regular updates and reports on portfolio performance.
Price: Complimentary.
Market Analysis and Strategy Development
In-depth market research and development of personalized investment strategies based on market conditions and client profiles.
Market and Investment Opportunity Analysis
Strategy Formulation
Market and Investment Opportunity Analysis
Scope: Research and analysis of market trends, potential investment opportunities.
₦250k
Strategy Formulation
