Do you offer fee-only financial planning?

What is your percentage for asset-based fees?

Our fees vary depending on the total amount of assets under management and the type of account. We follow a transparent, tiered structure that is detailed in our official disclosure document, the ADV Part 2A. Clients receive full access to this document prior to engagement so they can review all terms clearly.

Can you explain how your fees compare to other advisors?

Our fees are generally in line with other independent, fiduciary-based advisory firms that specialize in cross-border financial planning. However, given the dual-country nature of our work, clients often find the value we provide — through tax coordination, currency management, and regulatory expertise — far exceeds what most domestic-only advisors can offer.

Are there penalties for leaving your services?

No. You are free to end our engagement at any time without penalties or exit fees. Our goal is to earn your trust through performance, transparency, and service — not through binding contracts.

Do you offer fee-only financial planning?

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