How we structure our fees
Our fees are transparent, competitive and simple to understand. There are no hidden charges and we offer a range of fee options unlike many of our competitors.
The standard fee is an ad valorem charge based on the value of your portfolio, thereby aligning your and our interests if the value of the portfolio rises we earn more and vice-versa.
Performance-related fee – There is a base element which is half the sum payable on either the aforementioned options plus an annual performance element.
Fixed cash fee that is based on the initial value of your portfolio which rises thereafter annually in line with inflation. Adjustments are made for any inflows or outflows.