Our Fee Structure
We pride ourselves on being transparent about our fee structure and about how we
are paid for our services. We set out below our typical fee structure.
Please see our detailed document
‘Our Remuneration’ as per Central Bank of Ireland Guidelines.
- Our initial Discovery meeting is at our expense. We will outline the fee structure specific to your needs at this meeting.
- Preparation of a Financial Plan €500 – €1,500 (depends upon complexity and detail).
- Project work agreed on a case by case basis at a rate of €175 per hour.
- Implementation Fee of 0% -3% depending upon size of portfolio.
- Annual service Fee – 0.5% based on the value of your assets under our control. This is the ongoing charge for managing your portfolio.
- Life Assurance costs are generally covered by commission from the insurance company providers.