Consultavia Hub

Specials

Our Services

At Consultavia, we understand that effective investing goes beyond mere transactions. Our wealth of experience and dedication to client satisfaction positions us as a leader in the investment field. We offer a comprehensive range of services tailored to meet the diverse needs of individual investors and institutions alike. Here is an outline of our key offerings:

1. Investment Advisory Services

Our Investment Advisory Services provide clients with personalized advice on asset allocation, risk tolerance, and market opportunities. We strive to create customized strategies that align with your financial objectives.

Key Features:

  • Personalized investment strategy development
  • Regular portfolio assessment and rebalancing
  • Market research and insights

Pricing:

Our advisory fee is based on a percentage of assets under management:

  • 0.75% annually for portfolios up to $500,000
  • 0.50% annually for portfolios between $500,001 and $1,000,000
  • 0.25% annually for portfolios over $1,000,000

2. Financial Planning

At Consultavia, our financial planners are skilled in helping clients understand their financial situation and designing a roadmap to achieve their goals, whether it’s saving for retirement, buying a home, or funding education.

Key Features:

  • Comprehensive financial assessments
  • Retirement planning
  • Tax planning strategies
  • Estate planning

Pricing:

Our financial planning services are priced as follows:

  • $1,500 for a basic financial plan
  • $2,500 for a comprehensive financial plan, which includes retirement and estate planning

3. Portfolio Management

Our Portfolio Management service allows clients to entrust all aspects of their investment management to our experienced professionals. We actively manage client portfolios to achieve targeted investment objectives.

Key Features:

  • Active management of investment portfolios
  • Diversification strategies to mitigate risk
  • Performance tracking and reporting

Pricing:

Our portfolio management services are charged based on the following structure:

  • 0.90% annually for portfolios up to $500,000
  • 0.60% annually for portfolios between $500,001 and $1,000,000
  • 0.30% annually for portfolios over $1,000,000

4. Retirement Planning

We help clients prepare for a financially secure retirement through customized planning strategies. Our goal is to simplify the complexities of retirement planning for our clients.

Key Features:

  • Evaluation of current financial situation
  • Analysis of retirement income sources
  • Strategies for Social Security optimization

Pricing:

Retirement planning services can be bundled with our financial planning services, or purchased independently:

  • $1,000 for standalone retirement planning
  • Discount available when bundled with a comprehensive financial plan

5. Tax Optimization Services

Our tax optimization services help clients make informed decisions that minimize tax liabilities, leveraging available opportunities to keep more of their investment returns.

Key Features:

  • Tax-efficient investment strategies
  • Tax-loss harvesting
  • Consultation on tax implications of investment decisions

Pricing:

Our tax optimization services are priced competitively:

  • $300 per hour for consultations
  • Annual package for ongoing support: $2,500

6. Educational Seminars and Workshops

We believe in empowering our clients through education. Consultavia offers seminars and workshops on various investment topics, ensuring clients remain informed about market trends and investment strategies.

Key Features:

  • Workshops on fundamental investing concepts
  • Advanced investment strategies sessions
  • Retirement planning seminars

Pricing:

Our educational services are priced as follows:

  • $150 per person for individual workshops
  • $1,200 for corporate workshops (up to 15 participants)

7. Wealth Management Services

Our Wealth Management Services are designed for high-net-worth individuals and families, combining investments, estate planning, and tax strategies to tailor a unique approach to wealth preservation and growth.

Key Features:

  • Holistic wealth management strategy development
  • Access to exclusive investment opportunities
  • Dedicated wealth advisor for personalized service

Pricing:

Wealth management fees are structured based on a tiered approach:

  • 1.0% annually for assets up to $1 million
  • 0.75% for assets between $1 million and $3 million
  • 0.5% for assets over $3 million

8. Real Estate Investment Consulting

Our Real Estate Investment Consulting service provides clients with market analysis, property selection advice, and portfolio management for those looking to add real estate to their investment strategy.

Key Features:

  • Market analysis and investment feasibility studies
  • Guidance on property management and rental strategies
  • Portfolio diversification through real estate

Pricing:

Our services are offered at the following rates:

  • $200 per hour for consulting
  • $1,500 for comprehensive market analysis reports

9. ESG Investment Services

At Consultavia, we recognize the growing importance of environmental, social, and governance (ESG) factors in investing. Our ESG Investment Services help clients align their investment portfolios with their values.

Key Features:

  • ESG screening and selection process
  • Impact assessment and reporting
  • Customized portfolios focused on sustainability

Pricing:

ESG services are integrated into our Portfolio Management and Investment Advisory Services with no additional charges, provided within the standard fee structure.

10. Alternative Investments

Alternative investments can offer diversification benefits and potential for higher returns. Our team at Consultavia can help you navigate this complex market, providing insights into private equity, hedge funds, commodities, and more.

Key Features:

  • In-depth analysis of alternative investment opportunities
  • Advisory services for private equity and venture capital
  • Portfolio management tailored to alternative asset classes

Pricing:

Fees for alternative investment services are project-based and assessed individually depending on the nature of the investment:

  • $1,000 for initial consultation
  • Fees will be assessed based on project scope thereafter

11. Estate Planning Services

Effective estate planning ensures your assets are distributed according to your wishes. Our team of experts at Consultavia navigates the complexities of estate laws to craft comprehensive estate plans.

Key Features:

  • Creation of wills and trusts
  • Tax-efficient strategies to maximize inheritance
  • Guidance on guardianship and power of attorney

Pricing:

Our estate planning services are competitively priced:

  • $900 for basic estate planning
  • $1,500 for full estate planning with trust setup

Conclusion

At Consultavia, we are committed to providing you with expert guidance and an array of investment services tailored to your unique needs and circumstances. Whether you are just beginning your investment journey or are looking to grow and protect an established portfolio, we have the expertise and resources to help you achieve your financial goals. Contact us to schedule a consultation and learn how we can help you succeed in your investment endeavors.
Oliver Smith