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Fees & Charges

Our aim is to provide a high quality investment service at an attractive thereby being seen as the best value investment manager.

 

Foundation Investment Account
For our Foundation Investment Account, we offer an attractive fee scale. There is a small Establishment Fee and we offer attractive on-going investment management fees.

Click here to view our Foundation Investment Account fees

 

Personal Investment Account
For our Personal Investment Account, we only charge you one fee – an investment management fee.

Click here to view our Personal Investment Account fees

 

Private Investment Management Service
For our Private Investment Management service, we only charge you one fee – an investment management fee.

Click here to view our Private Investment Management Service fees

 

Wholesale Investment Management
We offer institutional investors ($5m minimum) flexible and competitive investment management fees. Performance fees and deferred fee arrangements are also available. Please contact us to discuss these options.

 

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