Basis B splits out the costs of the financial planning and investment management services into:
– A fixed annual fee (paid monthly, quarterly, half-yearly or annually in advance) for the comprehensive financial planning service. The level of the fee is based on a number of factors including the complexity of your current situation. It is reviewed annually.
– A flat 0.4% is charged for the discretionary portfolio management service (if applicable). Again, this fee includes all dealing charges, quarterly valuation reports and annual tax packages.