Marble Arch Wealth Solutions - our fees - investments, retirement planning, superannuation, insurance
about
our fees
Thank you for considering Marble Arch Wealth Solutions as your financial planning provider.
Upon making an appointment, you will be emailed or posted a copy of our Financial Services Guide. The FSG contains valuable information regarding the services available to you, who will be responsible for any advice given, the fees you may incur and our complaints procedure.
Initial Consultation: $220
The initial consultation gives you the opportunity to acquaint us with your current financial position and to communicate your requirements. It is, just as importantly, a chance for you to assess the suitability of your adviser and to ask any questions you may have. You should allow between 1 to 1 ½ hours. This fee will be waived upon your request for us to construct a written Statement of Advice.
Statement of Advice Preparation: $880
In order to prepare a Statement of Advice you will be required to complete a Data Collection Form. This document enables us to give the most appropriate financial planning advice based on the information provided. This fee does not include any follow up sessions or costs associated with the implementation of recommendations. However, it may be waived upon agreeing to implement the recommended course of action depending on the level of investment.
Implementation and Ongoing Portfolio Management Options: cost varies
The Statement of Advice will disclose all upfront and ongoing fees applicable to the implementation of the recommended strategy. Upfront fees may include entry fees associated with managed funds or superannuation and brokerage in relation to direct share purchases. A tiered fee structure is implemented for the ongoing management of your investments and continued financial advice.
Review Consultation / Pay as You Go Advice
Clients whose portfolios are not managed in-house by Marble Arch Wealth Solutions and Bronze Members will be charged up to $220 per hour for review consultations, preparation of tax or social security reports and phone / email advice.