Fiducia has always been an independent fee-based adviser
We calculate the cost of time working for our clients and charge fees accordingly. When we work for you, we charge a fee at either a fixed cost or a fixed rate depending on the type and scope of work involved. We will notify you in writing before we carry out any chargeable work, explaining how it will be calculated.
The initial or discovery meeting is without cost or
obligation and is to enable you to decide if you wish to appoint Fiducia to act on your behalf.
In general terms, we would expect a very simple report to cost from £500, while a a highly complicated report could cost up to a maximum of £2,500.
We follow a simple scale in this regard, in that we charge 2% of the assets being invested, subject to a minimum charge of £1,000.
Our standard annual management charge is 1%, this being subject to a minimum charge of £1,000.
We believe that honesty, openness and full transparency are the bedrocks of a great client/adviser relationship.