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Fee Structure


We have found that our remuneration structure to be quite flexible given the comprehensive financial, retirement and estate planning services provided and are discussed with each client at outset.

The following remuneration applies to both private and corporate clients depending upon one's preference and individual circumstances:

  • Fixed fee for work undertaken
  • Percentage of assets

The above structures are an all inclusive comprehensive financial planning service, portfolio planning & investment advisory, retirement services and estate planning.

On request, Professional Capital can also be retained to provide on-going monitoring and evaluation. There is no obligation to update a financial plan (see Ongoing Planning) but many of our clients opt for an update annually and others twice a year. It usually depends on one's stage in life and the dynamics of one's finances.

Professional Capital is available to provide on-going services based on the following fee structure:

  • A percentage of assets