Putting a Price on Good Advice

Taking financial advice could be the best investment you’ll ever make.

Our qualified International Advisors will work closely with you to secure your financial freedom and the peace of mind that comes with it, helping you to understand where you are, and supporting you in getting to where you want to be.

Initial Consultation

There is no cost for your Initial Consultation with a Forth Capital Advisor.

Further to this Initial Consultation, if you decide to progress, your Advisor will undertake a more comprehensive fact find as part of a follow up meeting, and will use this information to produce a detailed Recommendation Report for you.

Recommendation Report Fee

The cost for preparing this Recommendation Report is dependent on its complexity, and this cost will be confirmed by your Advisor prior to its preparation, to allow you to decide if you want to proceed.

If you agree to this cost and your Recommendation Report is produced for you by the Advisor, the charge for the preparation and presentation of your report will be applied irrespective of whether you then decide to proceed with the recommendations.

Initial Advice Fee

If you agree to proceed with the recommendations, you will be charged an Initial Advice Fee, calculated as a percentage of the value of the assets which will be managed by Forth Capital and dependent upon the international jurisdiction of the Forth Capital Group company providing the advice. Your Advisor will confirm the Initial Advice Fee in the Terms of Business document provided to you for your approval, prior to proceeding.

Ongoing Annual Management Fee

We charge an annual fee for ongoing investment management, planning and administration. This is a tiered fee, calculated as a percentage of the value of the assets invested.

Portfolio Value

Annual Fee

Up to £1,000,000

1.00%*

£1,000,001 to £5,000,000

0.55%

£5,000,001 and above

0.35%


* A minimum ongoing annual management fee of £1,000 p.a. applies.



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