Investment & Fee Structure

Transparency is the foundation of our client relationships. We charge clear, straightforward fees with no hidden commissions or product sales. You always know exactly what you pay and what you receive in return.

Talk to Expert

Unbiased Financial Advice

Our experts give honest guidance that helps you build wealth and achieve your dreams.

Long Term Partnership

We build lasting relationships focused on your financial growth and security to work long term.

Transparent Fee Structure

We keep our pricing transparent from day one so you invest with complete confidence.

For clients with $2M+

Portfolio management

Estate planning

Quarterly reviews

Integrated investment and tax planning

Tax optimization and filing coordination

Unlimited access to both Waqar and Narinder

WAN Wealth Management integrates investment management and tax strategy from the start. Our founding partners combine CFA investment expertise with CPA tax planning to deliver coordinated solutions for complex cross border wealth.

ANNUAL RETAINER

0.75%–1.25%
Annual Fee

$15k – $50k
Example

Why Our Fees Are Worth It

Clients typically achieve 1.5%–2.5% higher annual after-tax returns through integrated tax and investment strategy

Based on a $3M portfolio

+$60,000
After-tax improvement
-$30,000
Annual fee
+$30,000
Net benefit
$300,000+
10-year compounded impact

Minimum: $2M investable assets

Specialized Project-Based Services

For clients who need specific expertise without ongoing management

Departure Tax Planning

  • Emigration strategy
  • Section 116 compliance
  • Tax treaty optimization
  • Post-departure planning
Fee$10k–25k
Savings$50k–200k+
Timeline4–8 weeks

Cross-Border Estate Planning

  • Multi-jurisdiction strategy
  • Trust structuring
  • Tax minimization
  • Wealth transfer planning
Fee$5k–20k
Savings$100k–500k+
Timeline6–12 weeks

Business Exit Planning

  • Exit strategy
  • Tax-efficient structuring
  • Post-sale planning
  • Family succession
Fee$15k–50k
Savings$250k–2M+
Timeline3–6 months

Executive Compensation

  • Stock option strategy
  • RSU planning
  • Deferred compensation
  • IPP/RCA setup
Fee$5k–15k
Savings$20k–100k
Timeline4–8 weeks

Portfolio Management Only

For clients seeking investment management without full planning

  • Quantitative portfolio construction
  • Tax efficient asset location
  • Rebalancing and tax-loss harvesting
  • Performance reporting
0.75% – 1.25%
Annual Fee
Minimum $1M

What’s Included in All Engagements

Direct access to both founders
Transparent reporting
Secure client portal
24–48 hour response time
Proactive planning
Advisor coordination

How We Compare

WAN Wealth
Big Bank
Robo-Advisor
Fees
0.75%–1.25%
1.5%–2.5%
0.4%–0.5%
Tax Planning
Advanced
Basic
None
Cross-Border Expertise
Specialized
Refer out
Not available
Personal Service
Direct access to CFA + CPA
Junior advisors
Algorithm only
Minimum
$2M
$500K–$1M
None
Product Sales
No products
Yes
ETFs only
Investment Approach
Quantitative, tax-optimized
Generic
Passive
Overall Value
★★★★★
★★
★★★

FAQ’s

No. Our fees are all-inclusive. The only additional costs would be custodian fees (typically <0.1%) and fund expenses (we use low-cost ETFs).

We’re typically 20-40% lower than big bank private wealth divisions,
while offering more specialized service and zero product commissions.

Our fees reflect the value we deliver and the limited number of clients we serve. That said, we’re flexible for truly complex situations or larger accounts. Let’s discuss your specific situation.

For comprehensive wealth management, we maintain a $2M minimum to ensure we can deliver meaningful value relative to our fees. However, we offer project-based services (departure tax, estate planning, etc.) with no account minimums.

Asset-based fees are billed quarterly in advance and deducted from your account. Project fees can be billed upfront or in installments.

Take The First Step

Schedule Your Free Consultation

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