What you pay
Our driver at Explore Wealth Management is to have very happy clients. With this in mind, we have made our fee charges both straight forward and competitive. We also use lower cost options where it makes sense to do so.
Your first meeting is at our expense which will enable both of us to get to know each other and to establish whether we can add real value to your finances.
Service |
Cost |
|
Initial meeting |
At our expense and without obligation |
|
Preparation of report outlining our recommendations |
From £450 |
| Implementation of recommendations |
3% of the first £150,000 of the capital sum to be invested (subject to minimum £2,000 fee for Investments, £3,000 for Pensions) Amounts in excess of £150,000 an additional 1% of the capital sum to be invested By way of example if we were advising you on a capital sum or pension pot of £250,000 then our fee would be £5,500 |
|
Optional ongoing reviews |
A further fee will be incurred for ongoing reviews to ensure you remain on track |
During your first meeting, we will also be able to confirm whether or not VAT is due on the proposed fee. You can opt to pay our fees by way of a deduction from your pension or investment or you can instead pay these costs separately.
Client satisfaction is very important to us so we will guarantee not to charge you our fee if you are less than 100% happy with the service you have received from us.