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 Schedule of Fees

Note:  Fees are subject to VAT at 23%

Commission payment have 0% VAT applied

 

INITIAL CONSULTATION: Complimentary
ADVICE FEES: PROGRAMMES (NB: Programme fees do not include implementation of any product)
FOUNDATION  €50 per month
EXECUTIVE €200 per month
WEALTH  €200 per month
ADVICE FEES: TIME BASED  
CEO:  €300 per hour
Financial Advisor:   €200 per hour
Administration: €100 per hour
IMPLEMENTATION FEES:  
PENSION SETUP FEE 
(Insured & Platform Based Contracts)
€250
PENSION SETUP FEE
 (Self Directed Pension)
€500
INVESTMENT SETUP FEE
 (Non Pension)
€250
INVESTMENT SETUP FEE (Through Self Directed Pension) No Charge
MORTGAGE €250
ANNUAL MANAGEMENT CHARGES:  
 INVESTMENT PORTFOLIO PLATFORM Commission of:
  • 1% up to €500,000
  • 0.75% between €500k & €1,000,000
  • 0.5% from €1,000,000
ALTERNATIVE INVESTMENTS (INCLUDING PROPERTY) Commission range of 0.5% to 1.2% per annum
PENSION SCHEME 0.5%
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