Our management fees are the only income we receive. We do not charge performance fees, entrance or exit fees, or fees for buying and selling investments in your portfolio.
And because we manage all the investments ourselves, there is no layering of fees levied by other investment managers.
They are calculated as a percentage of your portfolio based on a rate determined by its value at the start of our relationship.
We offer concessionary fee rates for larger charities, individual portfolios and family groups.
This means children can benefit from the same fee rates as their parents and grandparents.
