Fees
Clear and transparent charging is imperative when receiving advice. All our fees are explained upfront so you understand exactly what you are paying for and when.
Initial Financial plan fee
We charge a one off fixed fee of £2,000 to create and present your financial plan. For this fee we will analyse your finances and build a clear roadmap to your goals. We will complete detailed cashflow modelling with practical recommendations.
Implementation fee
If you choose to act on our recommendations, we will apply a 1% implementation charge based on the funds invested or transferred.
For example on a £500,000 investment the implementation charge would be £5,000.
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£2,000 planning fee | £5,000 implementation fee | Total= £7,000
Ongoing Service Fees
We have a tiered ongoing service fee charge dependent on the amount invested.
Under £500,000= 1.00% per annum
(subject to a minimum of £500 per year)
Between £500,000 and £1mill= 0.85% per annum
Over £1mill= 0.75% per annum
The above ongoing fees will include the following services:
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Periodic review and assessment of your financial circumstances and the ongoing suitability of your arrangements
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Consideration of relevant legislative, taxation, or regulatory changes affecting your arrangements
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Ongoing access to your adviser and/or support team throughout the year
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Advice and facilitation of contributions and withdrawals from your existing plans
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Access to regular educational content and engagement throughout the year
We aim to keep your total ongoing costs competitive and transparent. Where relevant, we consider the combined cost of our advice, investment platform and underlying fund charges, so you can understand the overall cost of your financial plan and how it may affect your investments over time.
Onix Wealth is a trading name of Onyx Synergy Limited which is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
Onyx Synergy Limited is registered in England and Wales, company number 12219635. Registered address: Thorneloe House, 25 Barbourne Road, Worcester, Worcestershire, WR1 1RU
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The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
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This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances
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