Fees
How much do you charge clients, and how is it paid for?
We will explain our fees long in advance of you potentially coming on board as a client. We do not charge any fees for your initial meeting or report writing. Once on board our fees are deducted monthly in arrears as a percentage of assets under our management. For further information on how this works, please feel free to contact us.
Are there any fees if I wish to leave or transfer to another advisor?
No. There are no fees to leave or be transferred away. We just get paid for as long as you are a satisfied customer.
Are there any situations where fees are payable upfront?
Yes, there are a few occasions where fees are payable upfront. These are normally related to tax planning and tax products, where the work is quite transactional. Once it has been organised, there is no servicing required - so no regular service fee; but we do still organise regular valuations for you.
Do you ever charge by the hour?
No. On the occasion we do a small piece of work for you, we ask that you make a contribution to charity.