Wendy 
at KGJ
  • Home
  • Services
    • Wealth Management
    • Retirement
    • Business Protection
    • Legacy Planning
    • Defined Benefit pensions
    • Fees
  • More
    • Home
    • Services
      • Wealth Management
      • Retirement
      • Business Protection
      • Legacy Planning
      • Defined Benefit pensions
      • Fees
Wendy 
at KGJ
  • Home
  • Services
    • Wealth Management
    • Retirement
    • Business Protection
    • Legacy Planning
    • Defined Benefit pensions
    • Fees

Fees

The good news is, I don't charge for the first meeting. At the end of which, I'll have a much better idea of the level of complexity involved with your case. I'll be able to confirm my fee with you at this point.


I'm happy to work on an hourly fee basis  or on a percentage of the amount invested (typically 1% - 3%) if you'd prefer to pay that way. For my ongoing services I charge anywhere from 0.25% to 1% per year. It largely depends upon the size of the asset, the complexity of your case and the amount of work involved.


Fees will be agreed with you in writing before we proceed so you know exactly where you stand. 


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