Our Fees
Merchant Cavendish Young is a fee based practice. Your initial Discovery meeting is provided completely without charge and its purpose is to establish the nature of any work you want us to undertake and which Wealth Manager is best suited for your needs.
After the Discovery meeting we will send you a Fee Agreement confirming the nature and scope of the work and our fees for carrying it out. Our fees are calculated on the basis of the value we deliver, expertise we utilise, time we take and the complexity of work involved.
Fees & Costs
| Audit & Advice | from £500 |
| Implementation | 3% of the funds under advice with reduced rates above £250,000 or commission from insurance policies |
| Management | 1% per annum of the funds under advice |
Implementation Fees & Commissions can be used to supplement or completely offset the costs of both the Audit & Advice stages.
