Our pricing

Transparent fee structure. Pricing you can trust.

✔ Zero hidden fees with only one management fee of 0.2%-0.8% p.a.

✔ Unlimited, free withdrawals and portfolio transfers.

✔ Rebalancing, transaction, and re-optimisation costs are on us.

✔ No account setup or exit fees - ever!

We’re licensed by the Securities and Futures Commission of Hong Kong (CE No. BQE542)

New investor? Enjoy investing without fees!

  • We’ll waive fees on any amount up to $325,000 HKD for 3 months on investment portfolios - valued at $600 HKD.
  • No limit to the number of portfolios, so you can try General Investing and other investment portfolios 
  • We’ll apply the promotion automatically. Just sign up, deposit and you’re good to go!

Terms & conditions

Investment Portfolios

For General Investing, Flexible Portfolios, Goal-based Investing, and Thematic Portfolios
Your Investment
$0 HKD
Annual fee$0 HKD
Blended rate: 0% p.a.
Total investment (HKD)Annual fee rate
First $150,0000.8%
Any additional amount above $150,000, up to $300,0000.7%
Any additional amount above $300,000, up to $600,0000.6%
Any additional amount above $600,000, up to $1,500,0000.5%
Any additional amount above $1,500,000, up to $3,000,0000.4%
Any additional amount above $3,000,000, up to $6,000,0000.3%
Any additional amount above $6,000,0000.2%
Flexible Portfolio - Single ETF (no minimum)0.3%
Expense ratio charged by the ETF manager is approximately 0.2% p.a.
We've worked with our vendor to bring you the lowest currency conversion rate in the market. Our vendor will apply this rate to all non-USD deposits and transfers to USD portfolios.

USD Cash Yield

We don't include your USD Cash Yield balance as part of your overall investments under management
Portfolios
Annual fee
USD Cash Yield
0.3% p.a.
Net fee charged by underlying fund manager, embedded in the projected rate
0.07%
Invite friends and get rewarded

Invite a friend and you’ll each receive a 6-month management fee waiver on up to $50,000 HKD for your investment portfolios. The more friends you invite, the more you save.

Find out more here

Start investing with lower fees

By creating an account, you agree to the Platform Agreement

Download our mobile app

Start investing with lower fees
Start investing with lower fees

Frequently Asked Questions

Absolutely! We were founded on the belief that high-quality financial advice should not come at a prohibitive price, and that low fees are a key ingredient to our customers' long-term financial success. We are committed to keeping our fees low.