How to price the services!

Asset Under Management (AUM) is the key number in the Wealth and Private Banking Industry.  The Industry charges a percentage of the AUM.

A PWFO does not! 

Appointed and paid by the clients or Family the PWFO base his fees on:
1. The total Assets that the PWFO will control,
2. The complexity of the portfolio,
3. The types of instruments in the portfolio,
4. The number of asset lines, portfolio, and currency.

This new game-changing arrangement must not cost the client any more than his current arrangement is already costing him.

Over time, it should cost the client much less as the PWFO will not charge proportionally more if the value of assets increases