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Rates
Informational pricing for basket reviews, blueprints, and check-ins — deposits and what affects a quote.
Pricing below is informational. Final fees depend on holdings count and whether prior sheets exist. No payment is taken on this website.
Long-term basket review — HKD 2,800
Two hours at the desk for baskets up to twenty positions. Includes intake prep, target-weight map, drift notes, and a rebalancing sequence draft. Larger baskets quoted after we see the intake list.
Target-weight blueprint — HKD 1,900
Ninety minutes to set or reset percentage targets with a rationale memo. One revision within five business days.
Periodic rebalancing check-in — HKD 1,200
Sixty minutes comparing current weights to your last signed sheet. Requires an existing target document.
Multi-basket comparison — from HKD 3,400
Two and a half hours for two or three baskets. Quote scales with combined position count.
What changes a quote
- More than twenty distinct positions
- Incomplete cost-basis records that need extra reconciliation time
- Same-week scheduling outside usual Tue–Fri hours
Deposits and payment
A 30% deposit reserves the slot; the balance is due on the session day by bank transfer or FPS. Receipts are issued by email.
Next step
Request a review date and mention the consultation you have in mind. We confirm availability and any quote adjustments within one business day.