aPC offers portfolio consulting services that cater to clients and investors who wish to retain control over their asset allocation and implementation decisions. Our services are tailored to their unique portfolio needs, enabling them to gain fresh insights and perspectives on their portfolios.

Whether you're looking for a second opinion, a collaborative partnership, or comprehensive portfolio management, we have the perfect solution for you. Choose the option that best suits your requirements and let us guide you towards financial success.

Pricing Plans
Essential Plan


  • Designed for clients who are seeking a second opinion on their portfolio, refinement of their investment strategy, or just guidance on where to start with investing.

    Features

    • Portfolio analysis
    • Portfolio selection (Diversification)
    • Portfolio optimization
    • Expert advice and recommendations
    • Client retains full control of asset allocation and decision making

    Fee Structure
    • Hourly Rate: KES 5,490 + VAT
      • Minimum Base Fee: KES 2,990 + VAT, for consultations under one hour

Premium Plan
(Most Popular)

  • This option is ideal for clients who want to actively manage their portfolio with guidance from an expert.

    Features

    • Essential Plan's features
    • Comprehensive partnership - receive constant support
    • Leverage and risk management
    • Portfolio rebalancing
    • Regular market insights

    Fee Structure
    • Flat Fee: KES 19,950 + VAT
      • Initial Consultation and Report Preparation
    • Hourly Rate (Billed Monthly): KES 5,490 + VAT
      • Ongoing Advisory Services
      • Minimum Base Fee: KES 2,990 + VAT, for consultations under one hour
    • Performance-Based Fee
      • Performance Incentive: 8% of returns exceeding the Nairobi Securities Exchange 20 Index (NSE20) benchmark annual returns

Premium Plus Plan

  • The Premium Plus Plan is tailored for clients whose primary objective is generating cash flows rather than capital gains. This comprehensive package goes beyond asset allocation and decision making.

    Features

    • Premium Plan's features
    • Tax efficient investing strategies
    • Debt consolidation and refinancing
    • Asset protection
    • A holistic approach to portfolio management that addresses all the necessary components for achieving your financial goals.

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aPC are your holistic partner in portfolio construction, and we look forward to partnering with you on the exciting journey ahead.