We charge an initial once-off fee on the placement of new funds where appropriate, and a recurring advisory fee paid from your investment accounts under our management. These fees are based on a percentage of the investment value.
We do not charge performance-based fees, as we do not believe that this approach aligns the client's objectives with those of the company. We provide appropriate advice and guidance on the management of your portfolio, but ultimately, your investment strategy is reliant on the individual asset class returns as well as the performance of the underlying fund manager.
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