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Fees and charges
We are committed to creating a long term mutually beneficial relationship with our clients.
We want to be there by your side in the bad times not just the good. With this in mind the feedback that we have been given from many of our clients is that whilst they are happy to pay fees when the performance is in line with expectations they do not wish to be paying the same level of fees when things do not necessarily go to plan.
Dependent on your investment objectives and attitude to risk we will set a performance benchmark for your portfolio, for that agreed figure we will make a set charge. Any performance over and above this benchmark will attract a performance fee, therefore ensuring a direct connection between what you achieve and what we are paid.
This refreshingly transparent approach has been met with tremendous positive feedback; we hope you will agree. |
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