The majority of clients anticipate reviewing their situation with us annually. For some, more or less frequent reviews may be desirable.
We charge an ongoing Financial Advice and Wealth Management fee of the higher of our hourly rate x number of hours worked, or a percentage of the value of funds under our management. This will range between 0.5% and 1% depending on the size and complexity of your portfolio, and how it is managed.
Whilst we believe that the most benefit from our service comes from regularly reviewing your plans and adapting them as necessary, it is not a requirement that you use our review service.