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Our Financial Planning and Investment Advisory Fees are deducted quarterly in advance from your Abbey National Wrap Manager’s Cash Account as follows:
| Value of All Managed Accounts with Firm |
Per Quarter |
Annualised |
| First £1 million |
0.2500% |
1.00% |
| Next £1 million to £3 million |
0.1875% |
0.75% |
| Next £3 million to £5 million |
0.1250% |
0.50% |
| Next £5 million to £10 million |
0.0625% |
0.25% |
| Balance in excess of £10 million |
0.0500% |
0.20% |
These fees are for Trusted Advisor Ltd’s Portfolio Management and Financial Advisory Services only, and do not include custodian fees, or annual fund management charges levied by Dimensional Fund Advisors and/or other investment managers.
Our minimum account value is £1,000,000.
Annual Consulting Service
Because our Fixed Price Agreement provides ongoing access to the personal financial planning and investment advice customers need on a fixed-price basis, they are not inhibited from seeking timely advice by the fear of a clock running endlessly. Our services are designed around fixed prices, as opposed to hourly rates, and offer access to the accumulated wisdom of the firm through investment advisors with substantial experience, who can help customers achieve their personal goals.
The services included within our Annual Consulting Service are:
- Background administrative services.
- Daily we monitor customer’s investment funds.
- Quarterly we provide a written investment valuation, review summary and recommendations.
- Quarterly we maintain review meetings to measure progress towards objectives.
- Quarterly update customer’s Financial Plan.
- Unlimited meetings to discuss the customer’s investment portfolio or financial planning matters and any other topic at the discretion of the customer or their professional advisors and/or agents.
- Unlimited phone support regarding asset management and financial planning matters.
Service Guarantee
Our work is completely guaranteed to the satisfaction of the customer. If the customer is not completely satisfied with the services performed by Trusted Advisor Ltd, we will either refund the price, or accept a portion of said price that reflects the customer’s level of satisfaction.
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