INITIAL ADVISORY FEES
Our initial fee will depend on the amount of time we spend on:
- data gathering
- investment research
- the advice and documentation of that advice
- implementation of the advice and investment recommendations
This fee is normally paid from the underlying portfolio, though we can invoice you or your business separately, if it is more tax efficient to do so.
MILLEN CAPITAL ANNUAL FEE
In order to align our interests with those of our investors, we charge an Annual Fee equivalent to a % of funds under management:-
Fund Size
Under £5m
£5m +
Annual Charge
1%
0.75%
These fees are normally paid quarterly directly from the Portfolio.
Our fees will rise or fall in line with the value of your portfolio.
