Full transparency, no hidden charges

Fees

Creating your investment strategy

Transparency is key. We will always agree a fee with you directly before we begin any work and we do not take any commissions or include any hidden charges.

Initial Fee
€250 + 23% IVA	Client onboarding and fact find
€750 + 23% IVA	Research and strategy formulation with recommendations presented within Suitability Report
3% (minus €1000 +IVA 23% already charged)	Implementation of recommendations

Ongoing fee
0.5% (subject to a minimum €500 + 23% IVA)	Annual review service

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