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Asset Investment Management Ltd - Investment Charges

 

Our standard charges are as follows. Please note that this is for NEW money and we don't automatically charge for taking over your existing investments :-

 

Service Level

Adviser Fees

What's included

 

Standard

(< 75,000 and regular savings plans)

 

4% (minimum charge 395) and 0.55% p.a.

 

Annual Valuation and Commentary
Internet access to portfolio
Templated, risk rated portfolios
Quarterly e-newsletters

 

 

Preferred

(minimum 75,000)

3.25% initial adviser fee and 0.80% p.a.

 

Portfolios 100,000-150,000 can

receive a bi-annual review for an extra 0.25% per annum.

 

Annual Valuation and Commentary

Annual Review Report with optional meeting

Internet access to portfolio

Templated, risk rated portfolios

Quarterly e-newsletters

Bi-annual rebalancing

 

VIP

(minimum 150,000)

2.25% initial adviser fee and 1.05% p.a.

 

Bi-annual Valuation and Commentary

Bi-annual Review Report with face to face meeting

Internet access to portfolio

Templated, risk rated portfolios

Options to select bespoke additional funds
Quarterly e-newsletters

Bi-annual rebalancing  
 

 

Elite

(minimum 750,000)

Fees by individual negotiation

 

Bi-annual Valuation and Commentary

Discretionary Fund Manager (DFM) Services

Bi-annual Review Report with face to face meeting (including any DFM)
Internet access to portfolio

Options to select bespoke additional funds
Quarterly e-newsletters

Bi-annual rebalancing  
 

 

 

In addition, there are discounted fund manager charges (usually 0% initial and 0.5% p.a. although these vary) and Transact platform costs. These are explained in our downloadable guide "Investing with Asset Investment Management Ltd". Inheritance Tax planning, trust work, pension input calculations, pension drawdown calculations, income tax calculations etc are all chargeable as a fixed fee dependant on complexity.

 

Our first meeting is always free. We will agree a charge with you for the initial report which we will then discount from the implementation fees should you proceed.

 

If you want to "mix and match", e.g. you have 125,000 to invest/already invested but only want a once yearly visit and review, then we can reduce our annual adviser fee accordingly.

 

 

 

 

 

 

     
 
 

 

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Asset Investment Management Ltd, Drayton Old Lodge, Drayton, Norwich, NR8 6AN
Telephone 01603 869988 e-mail enquiries@asset-im.co.uk
Independent Financial Advisers

Authorised and Regulated by the Financial Conduct Authority. Financial Services Register number 462797.
FCA Register www.fsa.gov.uk/register
 
Tax advice is not regulated by the Financial Conduct Authority.
Registered in England and Wales
company registration number 5880144.

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