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For the longest time in LPA, we have always chosen to be transparent with our fees. This stems from our own dismay over the market’s practice of opaque fee structures that often result in audacious profits made from consumers who think they are getting free services.
When we embraced this model, many voiced skepticism dismissing it as naive, expecting us to be rejected by the market. After three decades, LPA remains firmly entrenched in Singapore’s financial planning landscape.
But ours is not a model for everyone. Because making regular payments brings into consciousness our cost to you. Therefore, the reason you make these payments bears re-emphasising because the practice is so counter-market-culture.
We do this because of our commitment to full disclosure and transparency with you.
You will be pleasantly surprised by the value derived from our fees. Because of the comprehensive nature of our planning, all aspects of life that cannot escape the clutches of money become relevant to the relationship.
Clients derive the best value from us when they tap on us for key life decisions that invariably have a spillover financial impact.
This fee correlates to the scope and complexity of the planning involved. Your age, phase in life and financial portfolio size are a few factors that impacts our fee.
We receive commission payments from insurers as compensation for designing, implementing and servicing your insurance plans.
This fee is for the research of undervalued companies and assessment of suitability for you. It is charged at the time of purchase.
To retain us as your financial adviser we charge an annual fee based the higher of the portfolio’s market value or nominal flat fee. By retaining us, you have full access to:
1. Ongoing financial planning advice:
2. Management of your financial portfolio: