Fee Schedule and Terms of Business
Our fees are broken down into independent stages and follow the AIWM Client Journey:
Fixed Initial Planning Fee that encompasses:
• AIWM Discovery Process™
• Deep Data Harvest™
• Big Picture Analysis™
• The Reveal Process™
On Purpose Implementation™ – Usually a combination of Percentage and Fixed Fees
This fee will be dependent on the actions agreed and any financial products, legal, trust or other advice taken up. Any and all fees payable will be quoted for and agreed in advance of any action being taken.
Affinity Membership Services™ & Ongoing Investment Management
Usually a combination of percentage and fixed fees dependent on the level and type of services to be provided and the way in which any financial products, legal matters, trusts, financial planning and advisory matters are to be managed and provided on an ongoing basis.
All fees will be agreed with you before commencing any chargeable work on your behalf. Please see our website for full details of our current fee schedule, service levels and regulatory terms of business, all of which will change from time to time.
To read our full Terms of Business and Fee Schedule please click here.
All of us have things that we would like to achieve in our lives, whether two, five or ten years down the line, or perhaps we may want to leave a legacy of some kind. But in order to realise these dreams, we need to be both focused and financially organised.
Our team of experts will provide you with a high-level professional service, taking a holistic approach in co-ordinating all areas of financial management, planning and investment advice, to ensure your wealth is always working for you.
At Affinity Integrated Wealth Management we always encourage feedback from our clients as their opinions on our work are of paramount importance to us. Please take a look at our testimonials page to read some of the comments that we have received.