Our costs

We charge for both initial and on-going advice and offer various methods to pay for our time including:

  • Hourly rates
  • Fixed fees (charged by project)
  • Implementation fees (as a percentage of any funds invested)

For those who wish to become clients of the firm (and require an ongoing service), we offer three propositions which we term:

  • Bespoke
  • Active
  • Transactional

The key features of each service are detailed in our ‘Ongoing Service Proposition Matrix’.

Please note that our fee for any ongoing advice will vary as it is based either on the amount of hours involved or on a percentage of the amount invested; the latter being typically between 0.55% and 0.95% per annum of the value of the assets under advice, payable monthly. This is subject to a minimum fee that is dependent on the level of service selected. The agreed level of ongoing service will be reviewed regularly and can be varied or cancelled at will.

Further detail on fees/costs is provided in our Client Agreement & Ongoing Service Proposition Matrix Document – available to download here.

"Put not your trust in money, but put your money in trust."

Oliver Wendell Holmes Sr.