- Our fees are lower and (in our view) fairer
- Most wealth managers charge an explicit advisory fee of between 0.5% and 1% per annum of their customers’ money..
- But it os not uncommon to find that total annual fees (advisory, custody, fund charges, etc.) come to more than 2% per annum
- Many people are not aware of just how much they are paying
- We believe that we can save money investors as much as 1% per
- Our fees are lower and (in our view) fairer
- We have negotiated very competitive transaction and custody fees with a number of banks for Courtville’s clients
- Custody: 0.1% per annum
- Transaction fees: 0.1% on all trades across all asset classes
- These rates are significantly lower than most wealth
- Managers and are close to rates paid by institutional investors
- Our service is personal, our advice impartial
- We will never have a large number of clients; and all our clients get as much attention as they either want or need
- Unlike other firms, we don’t sell in-house products; we don’t represent any other financial services firm; and we have no sales targets
- Our advice is completely impartial and is tailor-made for each client
- We only take on a client that is likely to be better off with Courtville partners
- We charge our customers a fixed advisory fee – that is, an absolute amount of money, not a percentage of their wealth
- Our fees are fair and completely transparent
- They are negotiated and agreed in advance, based on the amont of work we do for each client
- Our minimum fee is £24,000 + VAT per annum, which equats to just 0.14% on a £20m portfolio
- A typical 0.5% annual advisory fee on a $20m portfolio would cost £100,000
