Our Fees
We are fee based and our fees are structured in a manner to ensure our impartiality at all times, eliminate conflict of interests and support the long-term nature of our relationship with you.
We always represent you and your best interests.
For new enquiries, our HK Way proposition and our costs and services will be discussed in detail during an Introductory Meeting, which is held at our expense and with there being no obligation for you to proceed any further.
For agreed advisory work beyond our initial meeting, the fee structure(s) available and appropriate to you will depend on your requirements as well as the size and nature of your assets.
Typically we charge 1.5% of assets invested subject to a minimum financial advice fee of £850, though please refer to our Terms of Business.
We are happy to engage with all clients who value our ‘HK Way’ proposition.
We do find that our ongoing advice fees are better suited to clients with investment/pension portfolios valued in excess of £250,000
