Pricing

Risk-aware stewardship

Fee arrangements at AssetLGuide are designed to be transparent and documented. As of 25-02-2026 we use a combination of fixed advisory fees and asset-based management fees depending on the scope of services. Proposals specify deliverables, reporting cadence and any third-party costs such as custody or data subscriptions to ensure clients understand the components of total cost.

1

Clear fee components

Each proposal lists advisory fees, implementation costs and recurring management fees, with examples of typical service inclusions and exclusions so there is clarity on scope.

2

Custom proposals

Proposals are tailored to the client’s collection size, asset types and desired level of engagement and reporting. Scenario-based cost illustrations are provided to help decision-making.

3

Regulatory alignment

Fee models and contracts are prepared to meet local regulatory expectations and to facilitate straightforward reporting for institutional clients in Singapore.

4

Ongoing transparency

Clients receive periodic invoices and reconciliations tied to delivered services and performance reporting, enabling routine review of costs versus outcomes.

If you would like a fee illustration for your specific circumstances, AssetLGuide can prepare a written proposal following an initial review of collection objectives and constraints. The initial review is designed to define scope rather than to prescribe outcomes.

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Risk-aware stewardship
Trusted approach

Operationalize your values

Practical guidance to translate principles into repeatable asset management processes and records.

  • Values alignment

  • Measured risk

  • Clear reporting

120+ Clients served
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Independent oversight
Documented processes

Services Values-led asset management and reporting

Available to organisations and private clients in Singapore

Intro Introductory review

Introductory review

A one-time, limited-scope review of collection alignment with stated values and a short written summary.

0
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Core Core Advisory

Core Advisory

Periodic advisory, monitoring and standard reporting suitable for individual supporter and smaller institutions.

2300 / SGD
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Advanced Institutional

Institutional

Comprehensive management, custom reporting and engagement for larger or institutional mandates.

4300 / SGD
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Fee options

An overview of common engagement models and typical inclusions. Final fees depend on scope, asset classes and reporting requirements.

1
Initial review
2
Proposal
3
Onboarding
Introductory review
Free
S$0
One-time

Limited scope and not an commitment mandate

  • Values alignment checklist
  • High-level risk snapshot
  • Recommendations for next steps
  • Document checklist for proposals
  • Summary report (PDF)
Book review
Available to new clients in Singapore
Institutional
Custom pricing
S$4,300
Annual

Tailored institutional offering

  • Dedicated collection management
  • Custom reporting and metrics
  • Engagement program with issuers
  • On-site or virtual stakeholder reviews
  • Third-party data and compliance reporting
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Recommended for institutions and large collection

Research and methodology

AssetLGuide publishes methodological notes explaining how values are interpreted across asset classes, the data sources used and the limitations of available information. These notes support informed decision-making by clients and stakeholders.

Methodological documents include screening criteria, engagement protocols and reporting templates that are used when designing mandates.

Practical documentation

Documentation is designed for auditability and for integration with client governance processes, enabling clear links between stated principles and implemented commitment rules.

Research report and methodology documents

Implementation considerations

Implementation balances values alignment with diversification, availability and cost. Typical considerations include:

  • Data availability and quality across markets
  • Transaction costs and tax implications
  • Operational capacity for ongoing engagement
Implementation checklist on a desk

Reporting and review

Regular reporting captures alignment metrics, engagement outcomes and business performance in a way that supports governance reviews and stakeholder communication.