How do the pricing tiers work? Syfe HK offers tiered management fees based on the amount invested by the client. Our annual management fee applies to all investment portfolios, excluding cash management portfolios, and is calculated based on either the minimum investment amount or the current value of all investment portfolios.
Blue Client: For clients with less than HKD 200,000 invested, the management fee is 0.65% per annum.
Black Client: Clients investing between HKD 200,000 and less than HKD 1 million benefit from a reduced fee of 0.5% per annum.
Gold Client: Clients with assets between HKD 1 million and HKD 5 million benefit from a management fee of 0.4% per annum.
Private Wealth Client: They also have the option to join our prestigious Private Wealth tier when their assets reach or exceed HKD 5 million, with a management fee of 0.35% per annum.
For more details, pls refer to https://www.syfe.com/en-hk/pricing.