Cost of Our Service
We are committed to transparency and plain talking when it comes to paying for our service and advice.
You need to know up front whether or not our service is appropriate for you. Here is a summary of the scope of our advice and typically what it costs. We will always confirm in writing before beginning work what we intend to charge and we also explain the ways in which fees can be covered. You may ask us for an estimate of the total cost or ask us not to exceed a given amount without checking with you first.
Typical Charging Structure
Initial Meeting
- Provided at our expense
Implementation of Wealth Management
- For portfolios up to £200,000, 4% of fund value with a maximum of £5,000
- For portfolios between £200,001 to £500,000, 2% of fund value with a maximum of £5,000
- For portfolios between £500,001 to £1,000,000, 1% of fund value with a maximum of £8,000
- Portfolios above £1,000,000 a maximum charge of £10,000
Ongoing Wealth Management and Financial Planning
- Annual 1% charge of the portfolio value