Transparent Pricing
Choose the plan that matches your wealth management needs. No hidden fees, no surprises.
- Dedicated relationship manager
- Institutional custody & insurance
- Standard trading execution
- Quarterly portfolio reviews
- Mobile & web platform access
- 24/7 priority support
- — OTC block trading desk
- Everything in Private Client
- Dedicated portfolio strategist
- OTC block trading desk access
- Monthly in-person reviews
- Global tax advisory (3 jurisdictions)
- Yield optimization engine
- API access & algorithmic trading
- Everything in Family Office
- Dedicated institutional advisor team
- Multi-jurisdiction tax (14 countries)
- Estate & legacy planning
- Custom reporting & analytics
- White-label custody solutions
- Priority OTC execution
Trading & Service Fees
Competitive fee structure with volume-based discounts for active traders and institutional clients.
| Service | Private Client | Family Office | Institutional |
|---|---|---|---|
| Spot Trading Fee | 0.15% | 0.10% | 0.05% |
| OTC Desk Fee | — | 0.08% | 0.04% |
| Custody Fee (Annual) | 0.20% | 0.15% | 0.10% |
| Yield Optimization | — | 15% of yield | 10% of yield |
| Withdrawal Fee | Free (up to 4/mo) | Free (unlimited) | Free (unlimited) |
| Tax Advisory | $500/hr | Included (3 jurisdictions) | Included (14 jurisdictions) |
| API Access | Standard | Premium | Enterprise |
| Dedicated Support | 24/7 Chat & Email | 24/7 Phone & Chat | 24/7 Dedicated Line |
Pricing Questions?
Can I upgrade or downgrade my plan?
Yes. You can change your plan at any time. Upgrades take effect immediately; downgrades apply at the start of the next billing cycle. Minimum account balance requirements apply per tier.
Are there any hidden fees?
No. All fees are clearly disclosed in your service agreement. There are no hidden charges, inactivity fees, or account closure fees.
Do you offer custom pricing for large institutions?
Absolutely. For accounts exceeding $25M in assets, we offer fully customized pricing and service agreements. Contact our institutional team for a confidential discussion.
Not Sure Which Plan Fits?
Speak with a membership advisor who can help you choose the right tier for your wealth management needs.
TALK TO AN ADVISOR