Our fees are designed to reflect the level of service and value add we provide to our clients.  For this reason, our fees are structured on a case by case basis.

Costs for a client typically fall into one of four categories:

1. Strategic advice and wealth management fee. Note we are a fee for service firm and accept no commissions. This model places the client’s interest first;
2. Accounting fees;
3. Investment fund manager fees;
4. Custody and administration fees for the management of assets;

We provide absolute fee transparency to all our clients.  Our fee may be a flat annual fee, hourly rate or based on a percentage of the funds under our advice.
Although we do not aim to add value to our clients’ situation through cost alone, the fact is that the cost of implementing our strategies is competitive by market standards.
Our experience with new clients is that we can typically reduce their total costs of investment substantially from what they are currently paying – even for those clients who don’t currently have an adviser.