Our Services

At Consultwave, we pride ourselves on providing a comprehensive range of investment services tailored to meet the unique needs of our clients. Whether you are an individual investor, a business seeking to grow, or an institution requiring complex financial solutions, our team of experienced professionals is here to help you navigate the evolving investment landscape.

Investment Advisory Services

Our Investment Advisory Services are designed to help clients build and manage their investment portfolios. We offer personalized advice and strategies to optimize returns while managing risk.

• One-on-One Consultation: A personalized session with one of our investment advisors to discuss your financial goals and investment strategies. Price: $200 per hour
• Portfolio Review: A comprehensive analysis of your current investments, including performance, risk exposure, and diversification. Price: $750 flat fee
• Investment Strategy Development: Creation of a tailored investment strategy based on your risk tolerance and financial objectives. Price: $1,500 flat fee

Wealth Management Services

Our Wealth Management Services provide a holistic approach to managing your wealth, focusing on investment management, financial planning, and estate planning.

• Comprehensive Wealth Management: Ongoing management of your investments along with financial and estate planning services. Price: 1% of assets under management annually
• Retirement Planning: We help you prepare for retirement by assessing your financial needs and creating a saving and investment plan. Price: $1,000 flat fee
• Estate Planning Assistance: Guidance on how to effectively manage and distribute your estate to minimize tax liabilities. Price: $1,200 flat fee

Market Research and Analysis

Our Market Research and Analysis services provide clients with in-depth insights and data-driven research to inform their investment decisions.

• Equity Research Reports: Detailed reports analyzing stocks and sectors that help you identify investment opportunities. Price: $300 per report
• Market Trend Analysis: Monthly reports on market trends, including forecasts and potential areas of growth. Price: $1,200 per year subscription
• Customized Research Studies: Tailored research projects to meet specific client inquiries and investment needs. Price: Starting at $2,000

Asset Management Services

Our Asset Management Services are dedicated to managing investments on behalf of our clients to achieve their financial goals through strategic allocation and risk management.

• Discretionary Asset Management: Full management of a portfolio with the discretion to make investment decisions on your behalf. Price: 1.25% of assets under management annually
• Non-Discretionary Asset Management: Collaborative management, where we provide recommendations while you retain decision-making authority. Price: 0.75% of assets under management annually
• Mutual Fund Investments: Access to a diverse range of mutual funds tailored to various investment goals. Price: Varies by fund

Tax Optimization Services

Our Tax Optimization Services focus on helping you minimize tax liabilities and maximize your investment returns through strategic planning.

• Tax Efficiency Review: A thorough evaluation of your investment portfolio with recommendations on tax-saving strategies. Price: $600 flat fee
• Tax-Loss Harvesting: Identification of opportunities to realize losses to offset capital gains. Price: 0.25% of assets under management annually
• Year-End Tax Planning: End-of-year strategies to help maximize tax efficiency. Price: $750 flat fee

Education and Training

We believe that informed investors are successful investors. Our education and training services offer a variety of learning opportunities to enhance your investment knowledge.

• Investment Workshops: Interactive workshops covering various investment topics from basic principles to advanced strategies. Price: $250 per session
• Webinars and Online Courses: Access to a library of educational webinars and courses that can be taken at your own pace. Price: $150 per course
• Personalized Coaching: One-on-one coaching sessions focusing on developing your investment skills and strategies. Price: $300 per hour

Retirement Plan Services

Our Retirement Plan Services aid businesses in creating and managing retirement plans that help attract and retain talent while ensuring compliance with regulations.

• 401(k) Plan Setup: Assistance in designing and implementing a customized 401(k) plan for your business. Price: $1,500 flat fee
• Ongoing Plan Administration: Comprehensive management of the retirement plan, including compliance and reporting. Price: Starting at $1,200 annually
• Participant Education: Workshops and materials to help employees understand and effectively use their retirement benefits. Price: $500 per session

Institutional Services

We offer specialized institutional services for organizations looking to manage substantial investments effectively.

• Investment Policy Development: Consultation to create investment policies aligned with your institution’s goals. Price: $2,000 flat fee
• Performance Analytics: Ongoing analysis and reporting on investment performance tailored for institutional stakeholders. Price: $1,500 per report
• Consulting Services: Expert advisory on asset allocation, risk management, and compliance for institutional investors. Price: $250 per hour

Conclusion

At Consultwave, we are committed to empowering individuals and organizations with the investment knowledge and strategies needed to thrive in a competitive financial landscape. Our diverse service offerings cater to a wide range of investing needs, ensuring that we have the right solutions to help you achieve your financial goals. If you are ready to take the next step in your investment journey, connect with us to discover how we can support you.