I charge fees based on the aggregate value of your investment assets under my advice, as follows:
The first R10m of the portfolio
1% p.a. (+ VAT)
The portion of the portfolio between R10m and R50m
0.5% p.a. (+ VAT)
The portion of the portfolio >R50m
0.2% p.a. (+ VAT)
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.
Initial consultations attract no fees.