美國萬利理財是壹個全面的私人財富平臺，專為個人及企業提供世界級的金融服務。我們採用紐約銀行梅隆公司的結算及託管服務。所有財富戶口以客戶名義開設，並且直接由美國紐約梅隆銀行的全資附屬公司 Pershing LLC 以客戶個人身份託管。投資者的資產受到美國證券投資者資產保障公司( (SIPC) 及全球信譽良好的保險公司的保障。
2. 國富戶口 (傭金模式)
3. 環宇匯升戶口 (免傭金模式)
Provide global market access and secured investor protection through cooperation with renowned The Bank of New York Mellon.
Money Concepts Private Wealth Platform is a full-ranged wealth management platform for individuals and corporations who seek world class financial services. We utilize clearing and custodian services provided by The Bank of New York Mellon. All investments are segregated into individual client accounts under The Bank of New York Mellon. Investors’ assets are protected by Securities Investor Protection Corporation (SIPC) as well as globally reputable insurers.
1. Integrated Wealth Management Account
Secure your deposit in offshore account, while receiving dividends and maintaining convenient access to your money.
This account can cater deposits of multi-currencies, including major currencies such as USD, HKD, CNY, GBP, EUR, JPY, AUD, etc.
2. Wealth Investment Account (Commission-Based)
Enjoy the freedom of your own decisions.
The Wealth Investment Account is a commission-based account. Commission is charged whenever there is a transaction. It is best for those who enjoy the freedom of making own decisions. This is most suitable if you are inclined to only make a few investment changes during the year.
3. Wealth Advisory Account (Fee-based)
Stand close with clients’ benefit.
The Wealth Advisory Account is a Fee-Based account as a fixed percent of a Management Fee and an Advisor Fee. There will be no commission that will be charged. Advisors fee will be directly proportional to client's total asset value; therefore, conflict of interests between financial advisors and their clients could be minimized, resulting in a win-win situation for long term relationship.
· A Life-Long Relationship with clients
· Maximizes Wealth
· Comprehensive advice