Fees
Verdant Fees
Clear, Concise and understandable
We offer a clear and transparent charging structure.
Breakdown
Our Fees
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Reporting Fee
Our report fee covers the cost of both research and recommendation and is waived should you proceed with our recommendations. In the event that a specific report fee is required, we will charge a flat fee of £1,500 (VAT may apply – ask your adviser).
Implementation Fee
Should you proceed with our recommendation, we charge a percentage of the funds invested as follows:
Up to £750,000: 2%
£750,000+ 0%*
*Verdant Financial Planning Limited reserves the right to charge more than the quoted maximum in certain circumstances.
VAT applies to certain investments. Please ask your adviser.
Ongoing Fee
Our annual review and servicing fee is 0.6% (VAT may apply), of the amount you have invested with us. We aim to apply a maximum fee limit of £15,000 pa (plus VAT) on substantial portfolios.*
*Verdant Financial Planning Limited reserves the right to charge more than the quoted maximum in certain circumstances.
VAT only applies to certain investments – Please ask your adviser.
Initial Consultation
An initial consultation is at our expense and without obligation.
Contact us
Interested?
For experienced and highly qualified advice, please get in touch. Rest assured you are in capable hands.
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