Grow and preserve your wealth with a dedicated team
Get dedicated financial advice with a personal relationship with Luxey Wealth Advisory™.
- Work closely with a dedicated Financial Consultant with access to an experienced Luxey Wealth Advisor.
- Receive specific U.S. investment recommendations.
- Collaborate regularly in-person and by phone.
- Have full access to Luxey services, and the final say on your investments.
Get a collaborative relationship supported with Luxey expertise.
Work with an expanded team that stays focused on your financial goals and how to best achieve them. Your team includes:
- Your Financial Consultant works closely with your advisor and manages your overall relationship with Luxey.
- Your Wealth Advisor provides strategy and planning guidance on U.S. investments through your Financial Consultant.
Comprehensive portfolio management tailored to you.
Your goals are personal and so is our advice. Your team meets with you and adjusts your portfolio as needed.
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Stay on track and in control.
Stay informed and always in control with periodic portfolio reviews, and a robust annual consultation.
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We're here for you.
Reach out to your Financial Consultant and Wealth Advisor anytime you want for updates on U.S. markets, your financial progress and more.
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Satisfaction guarantee
If for any reason you're not happy with Luxey Wealth Advisory, we'll refund your eligible program fee from the previous quarter and work with you to make things right.*
Know more and keep more.
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Enhanced periodic reporting
Get consolidated periodic portfolio reports in addition to a monthly gain/loss statement.
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Trade commissions
Receive unlimited listed equity trades across all enrolled accounts at no additional cost. Also, fixed income markups and broker-assisted trades are waived.
Minimums and fees
Luxey Wealth Advisory is available to clients who have a minimum of US$500,000 to invest at initial enrollment. The annual asset-based fee starts at 0.8%, and decreases at higher asset levels.
Start Investing
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Start investing in the U.S. markets today.
Have more questions? We're here to help.
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Call
New customers
+852-57244131
Monday-Friday, 9:00 am to 6:00 pm (HK Time)WhatsApp
+852-57244131
Monday 5:30 am – Saturday 1:00 pm (HK Time) -
Email
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Visit us
Luxey International Group, Hong Kong, Ltd.
Room 302, Gloucester Building, The Landmark Plaza
15 Queen's Road Central, Central, Hong KongOffice hours
Monday-Friday, 9:00 am to 6:00 pm (HK Time)