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1. The Plan Fee – The plan fee covers the detailed work undertaken to research and analyse your current situation and determine what steps should be taken to help you achieve your stated goals. The fee entitles you to ownership of the strategy outlined within the Financial Planning Report and covers the cost of CAM’s intellectual property, experience and expertise.
The specific fee will depend upon the complexity of the advice, the time taken and will be agreed with you in advance prior to any agreement to proceed.
2. The Implementation Fee – If you instruct us to proceed to implement the plan we will then apply our implementation fee. This covers the cost of accurate and timely implementation of the strategy. A good strategy poorly implemented can often undo the whole plan.
We have a reputation in the market place as a firm whose work is of the highest quality. The people we employ are the best in our industry and our implementation fee covers the cost of our staff and the significant professional responsibility we incur for implementing the advice.
The implementation fee is normally based on a small percentage of investment assets and depends upon the complexity of the strategy and the amount of invested assets.
The implementation fee can often, with client agreement, be offset against commisisons payable thereby ensuring transparency, and tax efficiency.
3. The Wealth Management Fee – The fee for providing our ongoing professional Wealth Management Service is usually calculated as a small percentage of assets under advice. Full details will be provided to you prior to your agreement to engage the services of our Wealth Management Programme.
Our aim is always to ensure that any professional fees or commissions paid to us create sufficient value to our clients to cover the costs many times over. Many of our clients have already confirmed that this is the case in their experience.
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