Clear and Transparent Fee Structure

We pride ourselves on being a fee-based advisory firm with a transparent remuneration structure and the avoidance of commissions

 

Our fee structure is transparent and clear. All fees/commissions/charges are discussed with our clients and will be clearly agreed before proceeding. *Fees as of 17th March 2025 (these fees apply only to new clients from this date)

Initial  Process Fees

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Initial Process Fees

  • Initial Consultation – Complimentary
  • Creating Your Financial Master Plan & Recommendations – €1,250 to €2,950 (based on complexity).
  • Financial Product Implementation Fee – 0% to 4% (depending on product and provider)

Note: Any commission received from a product provider will be offset against our fee.

Ongoing Fees

For clients who continue working with us on an ongoing basis, our fees are structured as follows. Our ongoing fees are generally deducted from your pension or investment portfolio; however, we can invoice your company directly for the access fee and Financial Planning fee at €250 per month. *Fees as of 17th March 2025 (these fees apply only to new clients from this date)

Everyone has different needs, which is why we don’t follow a one-size-fits-all approach. We tailor our services to your specific circumstances and goals. For clients who continue working with us on an ongoing basis, our fees are structured as follows. Our ongoing fees are generally deducted from your pension or investment portfolio; however, we can invoice your company directly for the access fee and Financial Planning fee at €250 per month.

However, if after reading this, you are still unsure about which service is suitable for you and our fees, please get in touch with our advisor.

Access / Retainer Fee 

 

€1,500 per year

Financial Planning Fee

 

€1,500 per year

Investment Fee

 

0.50% of the assets under our advisement

Examples of Our Fee Calculations

 

Our fees are set up in a manner to ensure our impartiality at all times and to ensure the long term nature of our relationship with you. The incentive therefore is on us to provide an excellent ongoing service to you. We endeavor to represent you and your best interests at all times.

More about our financial planning services

Do you have a question?

Whether you're looking to plan for retirement, manage your investments, or navigate complex financial decisions, we are here to help.

wealth@pwa.ie