I charge fees as a percentage of the value of investment assets under advice, on a sliding scale.
Minimum portfolio size: R5m (negotiable for young professionals)
I accept fees strictly from my clients only. I make no money from the funds, platforms or products I advise my clients to use. In very limited circumstances, receiving fees or commissions from a party other than my clients (e.g. a product provider) is unavoidable. In these cases, the relevant non-client fees are discussed and fully disclosed to my clients in advance; and if and when received, such fees or commissions are immediately rebated back to my clients, as a deduction against my advisory fees.
I only charge fees once a client has decided to implement my advice - up until the point of you electing to work with me, there is no charge.
In a very limited set of circumstances, I provide consultations at an hourly rate.