For most clients my initial advice fees begin at £2,000. Generally there is no VAT payable.
Ongoing service fees are between 0.6% and 1.00% of the portfolio value. This provides for an agreed level of service to ensure that your financial plan remains suitable and on track.
Monthly costs for the subscription service are by agreement.
You can expect to pay fees/charges for the following in an investment arrangement. All of these will be detailed in pounds and pence terms as part of the advice report.
Ongoing service fees are between 0.6% and 1.00% of the portfolio value. This provides for an agreed level of service to ensure that your financial plan remains suitable and on track.
Monthly costs for the subscription service are by agreement.
You can expect to pay fees/charges for the following in an investment arrangement. All of these will be detailed in pounds and pence terms as part of the advice report.
- Charges levied by investment companies who run the funds you invest in.
- Charges levied by an investment manager, if appropriate (jargon alert: this is generally known as a Discretionary Fund Manager, or DFM)
- Charges levied by an online platform where we hold your investments.