The Traditional Service uses a tiered percentage structure, designed to be fair and proportionate.
Your initial advice fee is calculated as:
• 2% on the first £200,000
• 1% on the next £800,000
• 0.5% above £1,000,000
This is subject to a minimum of £5,000 and a maximum of £20,000.
Your ongoing fee is:
• 0.7% per year of funds under management
• Subject to a minimum of £2,500 and a maximum of £20,000
We will always confirm the exact fee in advance and provide clear illustrations.