Initial Fee. 2%
We charge 2% of assets we will manage for you as an initial fee.
This covers our time getting to know you, speaking to your banks and providers, and producing and implementing your financial plan. This will only be charged once you have agreed to the financial plan and signed the required documentation.
Ongoing Fee. 0.75%
We will then charge 0.75% each subsequent year as an ongoing charge for managing your assets.
This covers ongoing reviews of your objectives, financial situation and recommendations. We will not make unnecessary changes.
Exit Fees.
No exit fees.
“Price is what you pay, value is what you get.” – Warren Buffett