Initial Advice Fees
Our preference is to provide fee estimates based on an agreed work, scope and time expended.
|Directors & Advisers||£300 per hour|
|Support Staff||£150 per hour|
Where clients prefer to pay % based fees we charge in the following bands.
|£500,001 – £750,000||1.5%|
Initial fees may be reduced where there is no plan implementation or the scope of work is reduced. We will let you know in advance if this is the case.
Ongoing Service Fees
Where we provide ongoing advice on client asset our fee band is based on the original amount invested.
Our ongoing fees will not be subject to automatic review. As the fee is based on the original amount invested this would not be subject to change, however we do reserve the right at our annual review to increase or decrease the fee charged should the fund have changed in value to affect the fee band that it falls into. This is at the discretion of Finura Partners.
Initial and Ongoing fees may be reduced where the scope of work is reduced. We will let you know in advance if this is the case.
We apply a minimum initial and ongoing fee of £750 per annum.
Terms of Business
Thinking of becoming a client? Please download a copy of our Terms of Business to find out more information about Finura Partners. If you have any further queries, then please contact the office where a member of the team will be happy to assist.
For full details of our compliance policies, please download a copy of our Terms of Business.