Detailed written Investment Plan that we will implement and manage on an ongoing basis (ongoing adviser fee).
Our Investment Planning Process is very intensive and incorporates gathering information, analysing it, making recommendations and then implementation. We charge no initial fees for this service. Our annual fees are charged according to a sliding scale with an annual limit as per the table below. You can pay us directly or via an annual fee from your investment, the choice is yours.
The cap mentioned in the table above will be increased by the upper target for inflation on an annual basis. This fee cap is for advice only and does not include any discretionary portfolio management services offered by the Galileo Group.
Below is an example of our fees on different portfolio values: