Moneo Wealth Management
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  Authorised and Regulated by the Financial Services Authority

Registered in England and Wales Company Registration Number 3863161

Registered Office:
45 Lower Redland Road, Redland, Bristol, BS6 6TB


 

 
• Initial Meeting
There is no client charge for the initial meeting and we use this meeting to accurately establish your needs / risk profile and explain our Wealth Management Service / Charging Structure
   
• Proposals
After the independent research has been carried out we will present you with our proposals, which usually include asset allocation, tax wrapper and specific fund recommendations.
   
Investment / Transaction Amount

Fee Charged

£0 - £99,999

2.00%

£100,0000 - £249,999

1.50%

£250,000 +

1.00%


Investments will be set up on a nil initial commission basis, with the normal 3% initial commission being re-bated back into a client’s investment. For example the fee for a £100,000 investment would be £1,250, whilst £3,000 commission would be re-bated back into the client’s investment.
Occasionally where we feel it is beneficial to the client and with their agreement, we may receive our fee via commissions.

Wealth Management Clients– For client who wish to receive proactive portfolio management our wealth management review fees are as follows:

Portfolio Thresholds

Review Fee Charged
First £50,000

1.00% per annum
Next £200,000

0.75% per annum
£250,000 +

0.50% per annum

Please note any trail commission received by Moneo Wealth Management (normally 0.5%) will be taken off the above fees.

Wealth Management Clients receive our highest level of service including:
  • Six monthly valuation reports with asset allocation and fund switch recommendations in light of market conditions
  • An annual face-to-face meeting to discuss any concerns / worries / changes to risk profile or personal circumstances.
  • Telephone calls and written correspondence replied to within 48 hours of receipt (except holidays)
  • You will be keep you up to date with changes to legislation
  • Reminders of tax allowances towards the end of each tax year ie ISA’s
  • Full access to your adviser throughout the year
     

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© Moneo Wealth Management 2007