Typical Fee Schedule
We are a fee based firm.
Scope of Services
We treat every client as an individual and after careful assessment of your needs and requirements we will determine a fee that we believe is justified and good value.
Fees are agreed in advance on an individual basis and work does not commence until you are in agreement.
Typically we find that what we charge depends on a combination of time involved, case difficulty and urgency of the client circumstances in overcoming specific issues
Financial Planning Fees
Our financial planning fees range from a minimum of €750 up to €5,000+ (plus VAT).
The fee depends on the complexity of specific personal and corporate circumstances.
Depending on the level of service the client requires they will receive some or all of the following:
Portfolio Implementation Fees
The range of the implementation fee is between 5% and 0.5% depending on the scale of the capital invested. Typically the fee is between 2% and 3%.
A credit for the fee charged for the financial planning report (if applicable) may be set off against the implementation fees subject to discussion and scale of investment portfolio.
Annual Review and Balancing Fees
The annual review / rebalancing fee is up to 1% p.a. depending on the funds under management. Typically the fee 0.5% p.a.
Scope of Services – General Financial Advice
We offer specific financial planning and Financial Advice services.
Should you engage our services, a typical hourly charge for consultancy would be:
Head of Dept: €300 – €400 per hour
Paraplanner/Technical Support: €100 – €200 per hour
Adviser/Technical Specialist: €150 – €250 per hour
Personal Assistant/Business Co-ordinator: € 50 – €100 per hour
All Fees are discussed and agreed before any work is undertaken.