Understanding the Cost of Advice

As with many other types of services delivered, there is a cost for the value of financial advice. This is true regardless of the investment solution (or investment plan you may have). The cost you incur will vary from advisor to advisor and there are various factors that influence the fees you pay an Advisor. Among other factors, fees will differ based on:

  • the level and type of service you receive
  • the recommended investment management solutions
  • the amount of your assets (or investments) managed

It is important that you understand the difference between each fee option, recognize how Advisors are paid and know exactly what services you will receive for that fee.

Determining a fee structure that’s right for you will depend on your personal investing preference –do you prefer to ‘buy and hold’, do you intend to actively trade and be personally involved in the day-to-day management of your portfolio or do you prefer to have a portfolio manager manage your investments? Your personal preferences, asset size and investment objectives will help us determine which option is best suited to you.

Contact us today! We'll be happy to show you exactly what your cost of investing will be once we’ve identified and recommended a suitable investment solution for you.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.