What is the minimum investment?arrow2-down
Although USD $500,000 gives you access to most of the offerings, there are products starting as low as USD $100,000.
What are the fees?arrow2-down
Depends on the offering. Some offerings charge a percentage of AUMs and others charge a commission. Please contact your financial professional for additional information or look for our schedule of fees in our footer.
How can I monitor my investments?arrow2-down
Once you open an account you will have access through our website or App, which has several functionalities such as the valuation of your account and performance of each asset. You will receive periodic statements.
Do you provide tax advice?arrow2-down
No. Each client must discuss the tax implications of his/her investments with his/her personal tax advisor.