Exchange Capital provides Wealth Management Advisory services for High Net Worth Individuals. We do not sell investment products but rather provide our clients with advice on investment products presented to our clients by third-party providers. We construct an optimal portfolio based on your financial needs. We provide a best price and best advice service independently to our clients. The fee structure is dependent on Assets Under Advice (AUA). Typically a low fixed quarterly fee is charged based on AUA together with a success based fee for outperformance.
Our Services Include:
- Vetting of investment proposals.
- Quarterly updates and in person performance reviews.
- Optimal portfolio construction and rebalancing.