Assets Under Management (AUM)
Fees (% p.a.)
AUM ≤ S$50,000
0.88
S$50,000 < AUM ≤ S$100,000 *
0.68
AUM > S$100,000 *
0.50
The annual fee payable is calculated from 1st dollar:
Example If you invested S$68,000, the annual fee you will pay is 0.68% for S$68,000.
Other Charges
GST
9% on AUM fees
- Minimum Initial Investment Amount:
- S$5,000.00 per portfolio
- Minimum Subsequent Investment Amount:
- S$500.00
(Should client wish to create a new portfolio, the minimum initial investment amount applies.)
| Assets Under Management (AUM) | Fees (% p.a.) |
| AUM ≤ S$50,000 | 0.88 |
| S$50,000 < AUM ≤ S$100,000 * | 0.68 |
| AUM > S$100,000 * | 0.50 |
The annual fee payable is calculated from 1st dollar:
Example If you invested S$68,000, the annual fee you will pay is 0.68% for S$68,000.
| Other Charges | |
| GST | 9% on AUM fees |