Fees & Regulation
FEES & REGULATION
Fees & Charges Schedule
Life Fees
You may elect to deal with us on a fee basis.
Principles / Directors €200 per hour.
Support staff €50 per hour.
Additional fees may be payable for complex cases or to reflect value, specialist skills or urgency.
Personal Retirement Savings Accounts (PRSAs) - Fees
Where advice is requested for Personal Retirement Savings Accounts (PRSAs), the following hourly fees will apply:
Advisor fees: €200 per hour.
Support staff: €50 per hour.
Additional fees may be payable for complex cases or to reflect value, specialist skills or urgency. We will give an estimate of this rate in advance of providing you with services. If we receive commission from a product provider, this will be offset against the fee which we will charge you. Where the commission is greater than the fee due, the commission will become the amount payable to the intermediary unless an arrangement to the contrary is made.
Financial Planning
& Cashflow Analysis
A fee of €500 is charged for preparing and presenting your personalised financial plan and cashflow analysis
Personal Retirement Savings Accounts (PRSAs) - Fees
Where advice is requested for Personal Retirement Savings Accounts (PRSAs), the following hourly fees will apply:
Advisor fees: €200 per hour.
Support staff: €50 per hour.
Additional fees may be payable for complex cases or to reflect value, specialist skills or urgency. We will give an estimate of this rate in advance of providing you with services. If we receive commission from a product provider, this will be offset against the fee which we will charge you. Where the commission is greater than the fee due, the commission will become the amount payable to the intermediary unless an arrangement to the contrary is made.
For further information on commission’s structures from our providers please click below