FINANCIAL AND BUSINESS PLANNING SERVICES

Initial fee:  A percentage of the lump sum invested (2%). Please note that we will not levy an initial fee for existing investments placed by your previous financial intermediary.

Annual Advisors fee:  A percentage of the market value of the investment (1% per annum) payable monthly i.e. 1/12 of 1%)


RISK COVER (i.e. life, disability and trauma insurance as well as medical cover)


OUR FEE
An amount equal to the standard commission/advisors fee payable by the financial institution. This amount is always reflected on the relevant documentation. 

All fees quoted are exclusive of VAT

HOURLY RATE

An hourly rate is available to our clients and is dependant upon the complexity of the matter at hand.



Fees are provided upon request to admin@finman.co.za