Our Fees
For a full description of our fees, please refer to our Client Agreement.
There are three different fee types:
Initial Fees: this is the amount that is payable for arranging, setting up and implementing an agreed recommendation. How this is paid is dependent on the type of advice given.
Ongoing Fees: this is the amount payable for the ongoing service, review, analysis, design and recommendations offered throughout the lifetime of your investment.
Responsibility Fee: this is to cover the costs incurred in relation to our operational, FCA and insurance fees, which is broadly calculated by how much funds we have under advice. The fee itself differs depending on which model portfolio service you use and will be detailed on the Suitability Letter you receive.