| Providing a personal service, through a close and enduring partnership; striving for security and peace of mind. |
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Differentiation : Fees
Fee Only Services
Our Wealth Management Fees are deducted quarterly from your Transact Cash Facility as follows:
| Value of All Assets under Advice | Per Quarter | Annualised |
First £5 million |
0.1875% |
0.75% |
Balance |
0.1250% |
0.50% |
These fees relate to Morton-Wilson's Wealth Management Service only.
We charge an initial fee for preparing the Financial Plan, the Investment Plan, the Action Plan and implementing the changes. This is 0.5% of the value of all assets included in the Financial Plan.
Minimum fees, both initial and annual, are based on an account value of £500,000.
Our fees will be set out in a Letter of Engagement which makes clear not only the assets included for charging purposes but also those, if any, that are excluded.
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