Business Meeting

Fees

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

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.