Professional Advice, Straightforward Pricing
At Belvedere, our fees are simple, transparent, and clearly explained. You’ll always know what you are paying for, with no hidden costs or surprises. Discover the details of our financial advisory fees and how we charge for our services.
Our initial meeting
First things first, we begin with a complimentary, no-obligation meeting; a chance to sit down together, explore what’s important to you, and see whether we’re the right fit to help you plan your financial future.
Once we’ve decided to work together, we charge our fees in three ways:
-
A fixed initial fee to produce your financial plan.
-
An implementation fee to invest your money.
-
An annual fee for ongoing advice and service.
1. A fixed fee to produce your financial plan
The cost of preparing your financial plan depends on the number of existing arrangements we’ll review and the specific areas you would like us to focus on. Once we’ve agreed on the scope, we’ll provide a personalised quote outlining your plan fee and the work it covers.
Our financial planning fees are structured as follows:
£2,000
2. An implementation fee to invest your money
We charge a fee when we implement any investments or pension arrangements that we recommend to you. This charge covers our advice, the administrative work, and the setup of your chosen products.
Implementation fees are structured as follows:
0 – £500,000 = 2%
£500,001 – £1,500,000 = 1%
£1,500,001 – £3,000,000 = 0.5%
£3,000,001+ = 0%
3. An annual fee for ongoing advice and service.
The annual fee for ongoing advice and service covers regular reviews, portfolio monitoring, and continued access to our expertise.
£100,000 – £250,000 = 0.85%
£250,001 – £500,000 = 0.80%
£500,001 – £750,000 = 0.75%
£750,001 – £1,500,000 = 0.70%
£1,500,001 – £3,000,000 = 0.45%
£3,000,001+ = 0.20%
