WEALTH MANAGEMENT CHARGES

WEALTH MANAGEMENT CHARGES

When we set up a portfolio during the ‘Financial Planning’ stage we charge for our initial advice.

Once the portfolio is established we move on to managing the objectives identified during the ‘Financial Planning’ stage which we like to call ‘Wealth Management’. To remunerate us for this service we can either charge an ongoing fee or we can arrange for a fund based renewal commission to be paid to us direct from the investment. This would typically be between 0.5 and 1% of the funds being managed, dependent on the complexity of the portfolio and the review and reporting requirements.  This is agreed upon prior to any work being undertaken.

 

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