How We Charge
Different advisers charge for their services in different ways.
At Profile we have always charged pre-agreed transparent fees for the professional advice we provide. So nasty surprises!!
The initial meeting is always held at our expense, without charge or obligation.
Following this first meeting we will provide you with a detailed estimate letter and a service agreement describing the specific services we will provide and the fees for these services. Our fees very much depend on the complexity of the work involved and the level of expertise required.
We will never charge you anything until you have signed the service agreement and we have agreed how we are to be paid.
If you require an ongoing review service, we charge a fee of 1.0% of the value of investments under management, with a minimum charge of £1,200per annum. Our review fee can be paid either annually by cheque or deducted directly from your investment portfolio.
The review fee pays for the ongoing relationship which will include at least one formal annual review report and meeting to discuss any changes you might need to make to your financial plans. Included within this review fee is the cost of any portfolio rebalancing or fund switching recommendations.
Get in touch
Please do call us on 01768 840000 or email email@example.com with any questions you have. We welcome the opportunity to meet with you and discuss your requirements for independent financial advice or planning in greater detail.