Our
Pricing
At WealthHat, our pricing structure reflects our commitment to delivering personalised, high-quality wealth advisory and financial planning services. We offer a clear and transparent fee model that aligns with your financial goals and priorities.
One-Time Customised Investment Plan
A tailored approach to personalised investment planning and advisory services.
Features & Benefits include :
Financial & Risk Assessment, Goal-Setting.
Investment Planning
Development of an Investment Policy Statement
Portfolio construction & asset allocation
Up to 4 personal meetings
Learn more about One-Time Customised Investment Plan >
One-Time Comprehensive Financial Plan
Expanding beyond investment planning to comprehensive investment and financial planning
Features & Benefits include :
Financial & Risk Assessment, Goal-Setting.
Investment & financial planning
Development of an Investment Policy Statement
Portfolio Construction & Asset Allocation
Estate planning & insurance advisory, retirement planning, & debt management
Up to 4 personal meetings
Learn more about One-Time Comprehensive Financial Plan >
Investment Advisory Retainer Plan
Ongoing guidance to navigate the investment landscape effectively.
Features & Benefits include :
Financial & Risk Assessment, Goal-Setting.
Investment planning
Development of an Investment Policy Statement
Portfolio Construction, Asset Allocation, Rebalancing
Ongoing investment advisory & risk management
Learn more about Investment Advisory Retainer Plan >
Comprehensive Wealth Advisory Retainer Plan
An all-inclusive service for holistic wealth advisory and strategic financial planning
Features & Benefits include :
Financial & Risk Assessment, Goal-Setting.
Investment & financial planning
Development of an Investment Policy Statement
Portfolio construction, asset allocation, & rebalancing
Estate planning & insurance advisory, retirement planning, & debt management
Ongoing wealth advisory & risk management
Learn more about Comprehensive Wealth Retainer Plan >
As a wealth advisor and fiduciary to our clients, our purpose at WealthHat is to help our clients achieve their financial goals and experience financial well-being. Our clients turn to us for the solutions they need when planning for their most important personal goals as well as family goals.
WealthHat Advisory Limited ("WealthHat") is a Corporate Investment Advisor duly licensed by the Securities and Exchange Commission (SEC) of Nigeria. WealthHat is a trademark of WealthHat Advisory Limited.