After a joint consultation, I will propose a tailor-made solution for your situation.
Servicing services
Assistance and handling of administration related to financial products, EUCS guarantee or EUCS legal clinic, an overview of changes in financial assets, update of insurance policy portfolio, update of the loan portfolio, update of an investment portfolio, reporting of insurance events, online archiving of product documentation, crisis plan for the family, online financial news, financial plan update every 6 months, telephone advisor, consultation with real estate professionals, extraordinary reports, analysis of the financial portfolio, financial plan update as needed.
For clients with assets in active management up to 1,000,000 CZK (funds invested under advisor's management)
6,000 CZK - 10,000 CZK / year
For clients with assets in active management over 1,000,000 CZK (funds invested under advisor's management)
1% annually of AUM
Paid advisory services
Hourly rate - One-time or occasional consultation
1,000 CZK / hour
Financial plan
15,000 CZK to 30,000 CZK
Investment plan
5,000 CZK to 15,000 CZK
Mortgage analysis (Advance payment is refundable after subsequent arrangement of all agreed products within the mortgage analysis)
5,000 CZK (refundable advance)
Services
Professional financial advice with an individual approach.
Jsem vázaným zástupce společnosti In Investments a.s., se sídlem K Moravině 1871/7, 190 00, Praha 9, IČ: 03002578 a INSIA a.s., Atrium Flora - vchod A, Vinohradská 2828/151, 130 00 Praha 3, IČ 48034479
