We offer 4 different fee options which allows us to work with the unique situation of every client.
Our fees will depend on the level of complexity of the situation or request and the time involved in answering the query or actioning the advice relating to the client’s broking service or financial planning needs.
Here are the 4 ways we charge:
1. A Percentage Fee
Used when a client is seeking stock advice or trade execution involving the purchase or sale of a listed share. The fee is calculated as a percentage of the consideration of the transaction involved.
2. A Fixed fee
This is a quoted fee calculated based on an Adviser’s likely time and exertion that will be required to advise on the situation or query.
3. Hourly Rate
We can charge an hourly rate for our work. The rate is determined by the depth of investigation and documentation of the advice.
4. Ongoing Fee
This option is often used when a client is seeking ongoing portfolio advice and/or management. We will charge a percentage of the funds under advice. This fee includes advice, tax reporting and portfolio administration.
Each situation is different and ultimately the method of charging will be determined by the level of complexity of the situation or request, relating to a client’s broking service or financial planning needs. We will find the best solution based on your needs.
If you are interested to discuss how I may help you with your financial planning needs, get in touch today.
Frequently asked questions
October 14, 2020
October 13, 2020
September 25, 2020