Wealthcare offers flexible fee arrangements depending on particular requirements.
We believe that this approach provides the basis for long-term client relationships. After an initial exploratory consultation, carried out at our expense, one of the following types of fee schedule will be agreed with you:
Single Project
We can quote a fixed charge for the work to be carried out to your instructions. Our charges are fee based. Where non-investment related advice is provided the fee may be waived or reduced in lieu of commissions received.
Retainer
For longer term projects requiring continuous liaison between you and Wealthcare we can agree an initial fee plus an ongoing monthly retainer, based on the expected work for the year ahead.
Investment Services for Individuals
Typically, advice fees are dependent upon the level of investment. We will tell you if you have to pay VAT. A further description of these costs are available by contacting us.
Prior to agreeing a particular ongoing service level, we discuss your requirements and ensure the service level selected is right for your circumstances.
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