What's Up in finance?

How do you charge for your services?

As a fee-based company, simplicity, transparency and trust are everything to us. You will never feel like you have been misled or caught out by opaque charging structures, or left disillusioned from hidden costs and sales commissions.

Before we commence work on your behalf, we will let you know exactly much you will be charged for our services and ongoing support. Our fees are two-fold. An initial fee for implementing your lifestyle and investment plan which is based on the following tiered fee schedule, and an annual advisory fee of 1% of total funds under advice, which is deducted quarterly in arrears from your investment.

Tier Step Amount Fee
1 First £175,000 3.0%
2 Next £325,000 2.5%
3 Next £250,000 2.0%
4 More than £750,000 1.5%
A fee of £1,250 (GBP) will apply for initial investment amounts of less than £40,000 (or $/€ equivalent)