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Business Meeting

Fees

I charge fees based on the aggregate value of a family's investment assets under my advice, as follows:

Up to R20m

1% p.a. (+ VAT)

Between R20m and R50m

0.85% p.a. (+ VAT)

Between R50m and R100m

0.65% p.a. (+ VAT)

Above R100m

0.5% p.a. (+ VAT)

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.

Initial consultations attract no fees.

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