Hourly Fee. When paying by hourly fee, whether or not you make an investment, you still pay us a fee for our advice and services. We will agree the rate(s) and either the amount or range we will charge before beginning the work and we will tell you if you have to pay VAT. We charge different hourly rates based on the individuals involved in your case: We also have a minimum fee of £500 for small pieces of work. We charge a fixed fee of £2,000 to undertake an initial final salary transfer investigation. This fee is levied whether or not we advise you to transfer your pension benefits. There are three options for ongoing investment advice: 1. Discretionary Fund Manager (DFM).
Appears in 2 contracts
Sources: Client Agreement, Client Agreement