For retained advisory clients, we offer non-standard PRSAs, to allow maximum fund choice, aligned to individual investment risk profiles. We work with 6 different PRSA providers and have access to 24 separate fund managers.
For initial consultation and set-up, together with long-term support and advice, our charge is always just 0.25% PA, with 100% investment allocation. The base AMC is 1.00% PA.
For execution only clients we offer we also offer Non-Standard PRSAs to grant maximum fund choice. Here, we charge a once-off fee, as we take no commission.