Schedule of Fees
Note: Fees are subject to VAT at 23%
Commission payment have 0% VAT applied
| INITIAL CONSULTATION: | Complimentary |
| ADVICE FEES: PROGRAMMES | (NB: Advice fees do not include implementation of any product) |
| FOUNDATION | €50 per month |
| EXECUTIVE | €100 per month |
| WEALTH | €200 per month |
| ADVICE FEES: TIME BASED | |
| CEO: | €300 per hour |
| Financial Advisor: | €200 per hour |
| Administration: | €100 per hour |
| IMPLEMENTATION FEES: | |
| PENSION SETUP FEE (Insured & Platform Based Contracts) |
€250 |
| PENSION SETUP FEE (Self Directed Pension) |
€500 |
|
PENSION SET UP FEE (Overseas Transfer) |
€750 |
| INVESTMENT SETUP FEE (Non Pension) |
€250 |
| INVESTMENT SETUP FEE (Through Self Directed Pension) | No Charge |
| MORTGAGE | €250 |
| ANNUAL MANAGEMENT CHARGES: | |
|
INVESTMENT PORTFOLIO PLATFORM (Savings and Pensions) |
Commission of:
|
| ALTERNATIVE INVESTMENTS (INCLUDING PROPERTY) | Commission range of 0.5% to 1.2% per annum |