Pricing

Simple Pricing, Designed To Fit Your Needs.

First session

FREE
  • Duration: one hour
  • Online conference
  • Quick response time

Session

$ 300
00 Per Session
  • Duration: one hour
  • Online conference
  • Quick response time

Basic

$ 50
00 Per Month
  • Asset under management up to $30.000
  • Unlimited emails
  • Two sessions included (extra session: $270)
  • Extended schedule
  • Discount on alternative investments
  • Information on new types of investments
  • Initial plan* not included

Essential

$ 100
00 Per Month
  • Asset under management up to $60.000
  • Unlimited emails
  • Four sessions included (extra session: $250)
  • Extended schedule
  • Discount on alternative investments
  • Information on new types of investments
  • Initial plan* not included

Premium

$ 150
00 Per Month
  • Asset under management up to $100.000
  • Unlimited emails
  • Six sessions included (extra session: $250)
  • Extended schedule
  • Discount on alternative investments
  • Information on new types of investments
  • Initial plan* not included

Tier 1

% 2
00 Under Management
  • From $100k up to $200k
  • Initial plan* included
  • Unlimited emails
  • Unlimited sessions
  • Extended schedule
  • Discount on alternative investments
  • Information on new types of investments

Tier 2

% 1
50 Under Management
  • From $200k up to $500k
  • Initial plan* included
  • Unlimited emails
  • Unlimited sessions
  • Extended schedule
  • Discount on alternative investments
  • Information on new types of investments

Tier 3

% 1
00 Under Management
  • Above $500k+
  • Initial plan* included
  • Unlimited emails
  • Unlimited sessions
  • Extended schedule
  • Discount on alternative investments
  • Information on new types of investments

*An initial plan is usually composed of 3 to 4 sessions ($300 each).

We prioritize your financial interest

We don’t sell financial products.

We don’t take commissions.