Solutions & Expert Assistance
SOLUTIONS & EXPERT ASSISTANCE
Personal asset efficiency consulting
WE CAN HELP YOU WITH
/
PERSONAL ASSET EFFICIENCY CONSULTING
ANALYSIS OF ASSETS FOR COMPLIANCE WITH INVESTMENT GOALS
PORTFOLIO OPERATIONS ANALYSIS
COMMISSION FEE ANALYSIS
PORTFOLIO OPERATIONS ANALYSIS
COMMISSION FEE ANALYSIS
We highly recommend every client to have Wealth Checkup. Your portfolio, relationship with the banks and brokers are a rather complicated mechanism that requires analysis.
If the complicated mechanism is not controlled, it stops being effective.
Carrying out Wealth Checkup, we analyze the composition of assets and their conformity with the client's purposes. We examine the effectiveness of interaction with banks, the adequacy of commissions, absence/presence of hidden payments.
As a rule, the result of Wealth Checkup is further savings on commissions from 35 to 50% and transactions being in conformity with the legislation.
If the complicated mechanism is not controlled, it stops being effective.
Carrying out Wealth Checkup, we analyze the composition of assets and their conformity with the client's purposes. We examine the effectiveness of interaction with banks, the adequacy of commissions, absence/presence of hidden payments.
As a rule, the result of Wealth Checkup is further savings on commissions from 35 to 50% and transactions being in conformity with the legislation.