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Fees for Discretionary
and Advisory Management
We are entirely fee-based .i.e. any initial commissions
received are rebated in full to the client. This allows us to provide
a totally independent service and our fees compare favourably with
the industry average.
Annual
Management Fees |
Dealing
Fees |
Gilts |
Other securities |
| £0 - 40000 |
0.75% |
£0-10,000 |
1.0% |
1.25% |
| £40k - 250,000 |
0.6% |
£10k - 50,000 |
0.75% |
0.75% |
| £250k - 1million |
0.5% |
£50,000+ |
0.5% |
0.5% |
| £1million+ |
0.3% |
Minimum transaction fee of £30 |
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PEP
and ISA Management |
Services
included as standard |
| 1 % of asset value |
Full Nominee Company Service |
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Custody services |
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Six monthly valuations |
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Annual consolidated tax certificates |
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Collection and distribution of dividends and interest |
All fees are shown excluding VAT and services outside of the Investment
Management remit may attract a time costed charge.
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