Brigantia's Approach to Fees: Fair, Transparent, and Designed for Growth
29th March 2024
At Brigantia Private Wealth Management, we pride ourselves on a fee structure that not only sets us apart in the international market but also aligns perfectly with our commitment to fairness, transparency, and maximising client growth.
Our UK-style, fee-based approach to advice fees is structured thoughtfully to ensure that all our clients, regardless of the size of their investment, receive the most equitable and beneficial service possible.
Our UK-style, fee-based approach to advice fees is structured thoughtfully to ensure that all our clients, regardless of the size of their investment, receive the most equitable and beneficial service possible.
Understanding Our Fee Structure
Unlike the majority of advisers serving expatriates globally, who often rely on high commission-paying products, we adopt a straightforward and capped fee system. Our initial advice fee is set at 3%, but with a crucial distinction — it's capped at £2,500 (or its equivalent in other currencies), making our service exceptionally cost-effective for those investing larger sums.
Unlike the majority of advisers serving expatriates globally, who often rely on high commission-paying products, we adopt a straightforward and capped fee system. Our initial advice fee is set at 3%, but with a crucial distinction — it's capped at £2,500 (or its equivalent in other currencies), making our service exceptionally cost-effective for those investing larger sums.
This cap means that any investment over £83,334 will not incur additional initial advice fees beyond the £2,500 mark. For example, an investment of £250,000 with an adviser charging a flat 3% would typically result in fees of £7,500. At Brigantia, however, this amount is significantly reduced to just £2,500. The savings generated from our fee structure are then invested alongside your capital, working from day one to contribute to the growth of your portfolio.
Catering to All Investors
Our fee model is carefully designed to accommodate a wide range of clients. Whether you’re looking to invest regular amounts into a savings plan, smaller lump sums, or larger investments, our structure ensures that you’re not overburdened by advisory costs. Our goal is to make professional financial advice accessible and fair for everyone, providing a solid foundation for your investment to grow unhindered by excessive fees.
The Issue with Commission-Based Products
It's important to note that while commission-based products may initially appear cost-effective since they don't charge direct fees, the reality is often quite different. Providers compensate for commissions paid to advisers by incorporating higher product costs, which, over time, can significantly limit the growth potential of your investment. This indirect charging method lacks transparency and can lead to suboptimal outcomes for the investor.
Ongoing Advice and Continuous Savings
Furthermore, Brigantia’s ongoing advice charge stands at only 0.5% outside of Europe and 0.78% within Europe, positioning us as a highly competitive option in the market. Our low ongoing charges ensure that your investment continues to grow efficiently, benefiting from our expert portfolio design and cost-effective management.
Invest in Your Future with Brigantia
We invite you to experience the Brigantia difference. With our focus on fair charging, transparent advice, and cost-effective portfolio design, we are dedicated to helping you achieve your financial goals. To discover how our unique approach can benefit you, book a free, no-obligation introductory call through our website. Join us at Brigantia Private Wealth Management, where your growth is our priority.
Catering to All Investors
Our fee model is carefully designed to accommodate a wide range of clients. Whether you’re looking to invest regular amounts into a savings plan, smaller lump sums, or larger investments, our structure ensures that you’re not overburdened by advisory costs. Our goal is to make professional financial advice accessible and fair for everyone, providing a solid foundation for your investment to grow unhindered by excessive fees.
The Issue with Commission-Based Products
It's important to note that while commission-based products may initially appear cost-effective since they don't charge direct fees, the reality is often quite different. Providers compensate for commissions paid to advisers by incorporating higher product costs, which, over time, can significantly limit the growth potential of your investment. This indirect charging method lacks transparency and can lead to suboptimal outcomes for the investor.
Ongoing Advice and Continuous Savings
Furthermore, Brigantia’s ongoing advice charge stands at only 0.5% outside of Europe and 0.78% within Europe, positioning us as a highly competitive option in the market. Our low ongoing charges ensure that your investment continues to grow efficiently, benefiting from our expert portfolio design and cost-effective management.
Invest in Your Future with Brigantia
We invite you to experience the Brigantia difference. With our focus on fair charging, transparent advice, and cost-effective portfolio design, we are dedicated to helping you achieve your financial goals. To discover how our unique approach can benefit you, book a free, no-obligation introductory call through our website. Join us at Brigantia Private Wealth Management, where your growth is our priority.