Page 6 - Citypoint Brochure
P. 6
Advice fees
Once your financial planner has determined
the areas where advice is required, you will be
sent an agreement outlining the services we
propose to provide, as well as a breakdown of
fees.
Service Hourly rate
Financial planner £295
Paraplanner £150
Portfolio value Fee
Up to £2,000,000 0.4%
Between £2,000,000
and £5,000,000 0.25%
Negotiable dependent
Over £5,000,000
on level of complexity
Fees calculated within each tier.
VAT will be applied on fees and charges in line with legislation.
