Private Asset Management Ltd

Building Value for Private Clients

 

 

 

WHAT DOES IT COST?

Most financial advisory firms don’t mention the vexed subject of fees but we are proud of our low fee structure. 

PAM is a fee based advisor which means we charge a flat transaction fee – usually 1% to 1.5% of the sum invested to implement a portfolio recommendation.   We pay the stockbrokers from this fee.  If we also use UK/US brokers their fee, around 0.25%, is additional.  For sums in excess of $500,000 the implementation fee is 0.5% to 0.8%.

To manage the portfolio, report to you quarterly, and provide weekly research etc we charge a 0.3% fee per annum reducing to 0.2% for amounts over $500,000 with a minimum charge of $150 per quarter.  Most of our competitors charge annual fees of 3x this level.

We are genuinely independent and are fee based advisors, so our recommendations to clients are completely free of any bias.  The products we use pay no commission and none pay any trailing fees. We don’t flog “new issues” or junk bonds to clients just because they pay high commission. We don’t have a “corporate” department with loyalties to companies for whom we act. We don’t have any institutional clients. If fund managers charge high fees or generally act the goat we are not afraid to say so. We answer to our clients only. We are genuinely independent.

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