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Rates & planning fees
Informational fees for planning sessions. No checkout on this site — we confirm scope and invoice after you request a date.
Fees below are starting points in Hong Kong dollars. Final quotes depend on holdings count, number of wallets, and whether you need an on-site Central meeting or video only. This page is informational; we do not take payments on the website.
| Plan | Starting fee | What drives the quote |
|---|---|---|
| Portfolio Rebalancing Plan | HKD 2,800 | Positions beyond twelve, multi-exchange consolidation, bilingual sheet |
| Drift Assessment Review | HKD 1,200 | Missing prior target sheet (adds prep time) |
| Allocation Blueprint Workshop | HKD 4,200 | Pair attendance, extra satellite sleeves, follow-up revision round |
| Quarterly Rebalance Check-in | HKD 980 / session HKD 3,500 / four prepaid | In-person Central slot vs video; sheet rewrite vs light refresh |
Deposits
For workshops and flagship plans we may request a 30% deposit to hold the calendar slot. Deposits are credited against the final invoice. See Refunds for cancellation timing.
What never appears on the invoice
Trading commissions, exchange fees, custody charges, or software licences. If you use Smart Crypto Calculator PC from Microsoft Store or elsewhere, that arrangement stays between you and the publisher.
Ask for a quote
Send a session request with holdings count and preferred format. We reply with a firm fee before you commit.