At AFS Wealth Management and Insurance Advisers, we are committed to acting in your best interests by ensuring transparency, fairness, and value in all aspects of our service—including our fee structure. In line with industry practice, we review our fees annually to ensure they are clear, fair, and representative of the quality and value of the services we provide and aligned with regulatory expectations and evolving market standards.
Investment Advice Fee
- 1.00% per annum on the first £500,000 of AUM.
- 0.75% per annum on the next £500,000.
- 0.5% per annum on amounts over £1,000,000.
- Minimum annual fee: £1000 per annum.
Payment Terms and Methods
- Fees may be subject to Irish VAT (if applicable).
- Fees are payable via bank transfer, direct debit or credit card or paid by your provider in the policy currency on a monthly or quarterly basis.
- All activity incurring a cost will be confirmed and agreed before any work is undertaken.
Fee Review and Adjustments
Our fees are reviewed annually to ensure they remain competitive. Your permission is required to adjust this fee schedule.
This fee schedule is effective from 1 March 2025 and applies to all new and existing clients.
Non-Payment of Fees
In the event of non-payment of fees, Abbey Wealth reserves the right to suspend all services without prior notice until full payment has been received. Abbey Wealth shall not be liable for any consequences arising from such suspension, and the client remains responsible for any outstanding balances and applicable charges.
For any questions or clarifications, please contact us at clientservicesteam@abbeywealth.com.