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BUSINESS MODELS

Safebay Capital Partners develops two models of independent advice based on the needs of the client:

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  • Comprehensive advisory model: The client can have their assets held in the financial institutions desired by the client and a fixed fee is established with the client based on the assets under management. In some cases a transaction charge may apply to cover miscellaneous fees.

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  • Transactional model: In this case the client opens an account with a specific institution and the advisor charges for each purchase or sale transaction made for the client.

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In both cases, the costs are presented transparently to the client.

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