Get in Touch

聯絡

Professionalism • Integrity • Legacy
Tailored Wealth Management Solutions.

Schedule of Professional Service Fees

OUR PROCESS

1

Interview

Gain a deeper understanding of your current asset situation and family expectations.

2

Diagnosis

We will compile your needs and confirm the direction and priorities with you.

3

Planning

Tailor-made for you
Exclusive configuration and suggestions

4

Implement

Collaborate with a professional team to gradually implement the plan.

5

Track

Regularly review results; accompany the family's continued legacy.

* The interview and diagnosis phase is free; from the "planning" phase onwards, we will dedicate a dedicated team to tailor a solution for you.

Legal, Tax & Land Consultant

(Legal / Tax / Land Experts)

Individual Consultation

NTD$

3,000

< Hourly Rate: 30-min units 2nd hr >

First Hour Free
  • First Hour: Needs assessment & scoping.
  • 2nd Hour+: Rates adjusted by case complexity.
  • Note: Subject to final contract.

Corporate Consultation

NTD$

15,000

< Hourly Rate: 30-min start 2nd hr >

First Hour Free
  • First Hour: Initial interview & needs assessment.
  • 2nd Hour+: Complex issues (Company Law, Tax, Equity, etc.).
  • Note: Suggested rates only; subject to final contract.

Accounting & Financial Analysis

(CPA / Financial Analyst)

Individual Consultation

NTD$

5,000

< Hourly Rate: 30-min start 2nd hr >

First Hour Free
  • First Hour: Needs assessment & scoping.
  • Thereafter: Rates adjusted by case complexity.
  • Note: Subject to final contract.

Corporate Consultation

NTD$

20,000

< Hourly Rate: 30-min start 2nd hr >

First Hour Free
  • First Hour: Initial interview & needs assessment.
  • 2nd Hour+: Complex issues (Company Law, Tax, Equity, etc.).
  • Note: Suggested rates only; subject to final contract.

Holistic Wealth Planning Service

First-Year Service Fee
(Annual Advisory Fee)

2.6 - 3.0%

First-Year Service Fee Schedule
(Based on Total Assets Under Management)

< $100M: 3.0%
$100M – $500M: 2.8%
$500M – $1B: 2.6%
Over $1B: Subject to Negotiation
(or Case-by-Case Pricing)

Contact Us Now
  • Initial Phase: High-complexity work (Comprehensive Diagnosis & Structural Design).
  • Disclaimer: Suggested rates only; final fees subject to contract.

Annual Management Fee
(from Year 2)

0.6 - 0.8%

Annual Management Fee
(Based on Total Assets Under Management)

< $100M: 0.8%
$100M – $500M: 0.7%
$500M – $1B: 0.6%
Over $1B: Subject to Negotiation
(or Case-by-Case Pricing)

Contact Us Now
  • Scope: Daily management, annual review, risk monitoring, and professional coordination.
  • Note: Suggested rates only; final fees subject to contract.