Clear objectives, clear pricing
We have created a transparent pricing structure, so our clients can clearly understand the value we provide and how we differ from other discretionary investment management services.
We achieve transparency through a clean, fee-only structure with no hidden costs. Larger portfolios benefit from a tiered rate and clients with multiple accounts can gain because we’re able to group their values, ensuring the client receives the best possible fee.
Investing in direct securities reduces the total account cost for our clients compared with a portfolio that consists entirely of collectives, which carry their own underlying annual management charges. A genuinely clean, fee-only structure can also disregard charges associated with trading activity, giving our clients greater certainty of the cost.