We are committed to a transparent reporting process and complete disclosure of all fees and costs bourne by clients. We do an initial assessment of prospective client’s portfolios at our own risk. No evaluation fee is payable regardless of whether or not a prospective client wishes to make use of our services in the longer term.
Our charges are fee-based, entirely transparent and no commissions are payable. Our product-related fees are all trail fees and payable monthly in arears. Ongoing analysis of fees charged by product providers, and Total Expense Ratios calculations per product have been a feature of our client reporting for some time.