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What are your fees?

• How do the pricing tiers work?

  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.

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• How much does Syfe charge?

  For our investment portfolios, our fees range from 0.35% to 0.65% per year based on the highest of your total assets under management or total invested amount. You can view our pricing tier here.

  Please note that the total invested amount is calculated as all cash inflows minus cash outflows. Any withdrawals and dividends paid out to bank accounts are categorized as cash outflows. 

  The value of your total assets under management is your portfolio value / net asset value. 

  Our management fee covers everything from portfolio monitoring to automatic rebalancing. You are not charged any additional brokerage or platform fees.

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• How are fees calculated?

  Fees are calculated on a daily basis and billed at the end of each month. If you withdraw your balance before that, you pay only for the days your money was managed by Syfe. Your Syfe client tier, and corresponding fees, are decided by the highest of your total assets under management or total invested amount across all portfolios.

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• Do I have to pay commission charges or withdrawal fees?

  No, unlike traditional investment management, Syfe does not charge you transaction or brokerage fees. There are no sales charges, no withdrawal fees and no hidden charges, so you pay even lower fees.

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• Are there any other fees apart from Syfe's management fee?

  ETF Management Fees (For ETF portfolios)
  The ETF management fee across our Syfe Core portfolios averages 0.12% - 0.16%, this amounts to around $1.20 - $1.60 per $1,000 invested each year. The fee is charged by the ETF manager and built into the prices of the ETFs that we buy on your behalf. 

  Since it is not charged by Syfe, you will not see the ETF management fee deducted directly from your Syfe account.

  Currency Conversion

  For our Syfe Core and Syfe Select portfolios, there is a 0.002% fee for currency conversion charged by our broker, Interactive Brokers, on the amount converted, but this will be borne by Syfe. 

  As for Syfe Cash+, please refer to link

  SEC Charges
  

  The US Securities and Exchange Commission (SEC) charges a very small fee of 0.0008% on sell trades. This fee applies to our Syfe Core and Syfe Select portfolios for sell transactions only.

   

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• How do I pay my monthly fee?

  When you fund your portfolio, we will automatically deduct the fees according to your pricing tier by the end of each month. The fees will be reflected in the system as well as your monthly statement.

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• Where can I see the fees I have paid?

  Once you have logged into your Syfe account, you can view details of your fees paid by clicking on your portfolio(s) and going to your Fees Paid tab.

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