Our Initial Advice Fee is a fixed dollar amount that is calculated by estimating the number of hours required and the complexity involved in providing your initial written advice and for implementing that advice. The table below provides you with a guide to our Initial Advice Fee.
Type of financial plan
Standard Financial Plan – single person
Standard Financial Plan – couple
Complex Financial Plan – multiple entities and/or strategies
Initial advice fee
$2,000 – $3,000
$2,500 – $4,000
$3,500 – $8,000
Ongoing advice fee is calculated either as a fixed dollar amount derived by estimating the number of hours we will work during a year as your financial adviser or as a percentage of the value of your investment assets under our advice, or a combination of both methods.
We do not accept commissions either directly or indirectly for any investment products (including margin loans) that we may recommend to you. Where relevant, we will instruct a product issuer to credit or rebate the benefit of adviser commissions to our clients’ product accounts.