01704 898 570
Mail@OctagonWealth.co.uk

Costs and Fees

Investments & Pensions

Octagon Wealth Management provides holistic Independent Financial Advice across many areas. In the main we charge explicit fees for our services which can be paid directly by the client or taken from the funds as they are invested.

Typically our charges are as follows:

  • Initial fees ranging from 0.5% to 3%. The exact fee charged will depend on the level of funds that you wish to receive advice on.
  • We also charge an ongoing annual advice fee of between 0.5% and 1% per annum, again this will depend on the level of funds that you wish for us to manage.

We also offer hourly charge rates if this is preferred.

Feel free to contact us to discuss our fees and charges in greater detail.