OUR FEES
There is enough complexity in the world. We don’t believe that how we get paid should add to that.
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Our fees are simple, and we only get paid by our clients. We don’t sell products and we don't receive commissions or kick-backs from any investment providers. We ensure that the way we are paid means that we represent no one but our clients and that we are always striving to achieve the best outcome for them.
We believe that it is important for consumers to understand and question how their advisor gets paid because it can affect the types of recommendations that are made.
INITIAL PLANNING FEE
We charge an initial fee for developing and implementing a financial plan, which generally takes place over the first 3-6 months of the relationship.
The fee reflects the complexity involved in each individual plan, and starts at US$5200.
US$5200
Starting at
ON-GOING FEES
Annual fees are normally charged on a percentage basis, with a maximum of 1% and a minimum of US$5000 per annum. Sliding scales and fixed annual fees for advisory services are dependent upon assets under management and/or net worth.
1%
of assets under management per annum
minimum annual fee US$5000
