Power Wealth Advisors is a fee-based Financial Planning Firm

and we pride ourselves on transparency.

initial Process

We don’t charge a fee for Initial Consultations. Initial Consultations give us the opportunity to clearly understand your circumstances and where you need advice. We will outline the options available to you and explain what happens next should you wish to proceed

In all circumstances, you will be informed of all costs before consenting to any work being undertaken.

Initial advice & Implementation fees:

Between 0% – 4% to implement any Pension / Investment product that is needed to help your Financial Plan.

Note: Power Wealth Advisors is remunerated by commission from product providers. If we receive commission from a product provider this may be offset against our fee.

Ongoing Advice Fee:

  • We have One Simple Ongoing Fee Structure
  • We charge 1% per annum of your pension / investment funds that we advise on up to € 2million.
  • Any funds above € 2million will be charged at a reduced ongoing fee of 0.5% per annum.
  • Our minimum annual fee is €5,000 per family.

What is included in your ongoing fee:

Access

Phone calls & emails returned within 24 hours without fail.

Annual Financial Planning Meeting

This meeting will provide you with a clear picture of your current position and if you are on track to reach your goals. If you are not on track, we will provide you with a solution to help you get there.

Investment advice and education

We show our clients how to be an Investor, not a Speculator.

Mid-Year Catch up Meeting

Quick update on your progress (Microsoft Teams meeting or in person).

This meeting is usually 4 – 6 months after your Annual Financial Planning Meeting

Company Year-End

We will call you usually six weeks before your Company’s year-end to discuss a contribution to your pension from your company.

Estate Planning Advice

We will help you pass on your wealth to the next generation as efficiently as possible.

Retirement Strategies

Discussion around your exit strategy from your business using certain business reliefs such as Retirement Relief or Entrepreneurial Relief.

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