Premium Wealth
Retainer Plan
This comprehensive plan provides continuous support and expert guidance to ensure your wealth is strategically managed, and your financial goals are achieved. With access to our team of seasoned advisors, you'll receive personalized strategies that encompass investment management, tax planning, estate planning, and more. The Premium Wealth Retainer Plan is ideal for those who want to preserve and grow their wealth while receiving the highest level of service and expertise from WealthHat.
We provide two distinct service packages for our clients: an Investment Advisory Retainer Plan and a Comprehensive Wealth Advisory Retainer Plan
The Investment Advisory Retainer Plan is designed for individuals, families, and businesses who require ongoing support and guidance in managing their investments. This plan offers continuous access to our expert advisors who will help you navigate the complexities of the investment landscape, ensuring your portfolio aligns with your financial objectives. The Investment Advisory Retainer Plan is ideal for those who want ongoing support in managing their investments and achieving their financial goals. With our team of expert advisors by your side, you can have peace of mind knowing that your investments are in good hands. Annual Fee: A percentage of assets under advisory. Please refer to our pricing page for detailed information.
Ongoing Investment Advisory
Our team will monitor and manage your investment portfolio, making adjustments as needed to ensure it remains aligned with your financial goals and risk tolerance.
Regular Portfolio Reviews
We will conduct regular reviews of your portfolio's performance, providing you with insights and recommendations to optimize your investments.
Expert Guidance
Our advisors will be available to answer your questions, provide insights, and offer expert advice to help you make informed investment decisions.
Risk Management
We will employs strategic risk management practices to mitigate potential losses and enhance the overall performance of your investment portfolio. This includes regular assessment of market conditions, and continuous monitoring of your investment positions.
Personalized Strategy
We will work with you to develop a personalized investment strategy that takes into account your financial objectives, risk tolerance, and time horizon.
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.