Not all firms charge for their services in the same way.
We offer a variety of payment methods by which we can be remunerated so that you can select the method that best suits your needs.
PROCESS & FEES:
1. Initial Discovery
An initial discovery consultation is offered at our cost.
PROCESS & FEES:
2. Research & Recommendation
Your fee for this service is a fixed minimum of £1,500.
This fee is due upon completion and delivery of your Financial MasterPlan which contains all our tailored recommendations for you. If more complex and in-depth advice is required then we reserve the right to charge a higher fee, but this will always be agreed with you in advance.
PROCESS & FEES:
3. Policy & Implementation
We work on a fixed fee basis subject to a minimum of £1,500.
We will not exceed our fixed fees without telling you first.
PROCESS & FEES:
4. Ongoing Service
At Private Capital we develop life-long and collaborative relationships with all our clients. As part of this, we will regularly review your financial plans whilst evolving and maintaining your strategies in response to continuing legal and fiscal changes.
Prior to, or at the time of making our recommendations to you, we will agree the level of ongoing services required. Typically, our costs are 0.75% per annum subject to a £1,875 per annum minimum and are based on the value of your investment(s) at each 12-month anniversary, and are paid pro-rata in arrears.