We agree a fee in advance for our expertise, time and costs for building a financial plan that relates to the level of complexity. The range is typically from €500 to €750 once off fee for a plan only depending on the complexity. If you wish to implement the plan with CLL and there are products used to meet your needs, CLL may be remunerated by means of a fee paid by the product provider or a fee agreed in advance directly with you instead. CLLs fee for long term clients is a minimum of 0.5% per annum of the value of assets under collaborative management; in return you receive our initial advice, ongoing advice, guidance, service and administration all relating to your own plan. You can turn off this fee by ceasing the relationship at any time; we reserve the right to do this also if we feel there is not an alignment of culture. If your needs are basic and you do not wish to engage in building a plan you can opt to receive advice on a specific need only, i.e. protect your family with life assurance or start a long term savings plan. Your ongoing service requirements may be minimal. Contact us
for some free advice on the basics if you are just starting out. If you think what you see is useful, please to come back to us.
The following link is a requirement from the Central Bank of Ireland that shows the maximum fee structure that may apply to a product. The percentages may not mean the fees come from clients’ money. Any and all fees that do apply are provided to clients in writing and clearly explained before they purchase a product. More Information