At Atticus Financial Planning we do things differently. This extends to the way we charge for our service.
It is important to us that we add real value to our clients in return for the fees we charge. We offer a bespoke service, tailored to each individual’s particular needs.
All fees are agreed before any work is undertaken.
There is no charge for an initial consultation and this is offered at our own cost.
Our fees are as follows:
- An initial advice fee of 1.5% of the value of the funds being managed or advised upon
- An ongoing fee of 0.5% per annum, for the ongoing service of managing your financial plan and the underlying holdings
Our fees can be paid via the investments or product provider. Alternatively, you or your company can choose to pay the fees directly.
All fees are authorised and agreed in writing so you will never receive any unexpected bills. We never receive any hidden payments from product providers, which means we’re not tied to their products and can stay completely independent.