Our Fees

Our Fees

Our Fees

After a great deal of thought we have concluded that we favour a ‘percentage’ fee model (ad valorem). So the more money you have invested with us, the higher our fee is likely to be. However, we are not greedy and so the ad valorem percentage does reduce the more of your capital we look after and we are also happy to work on an hourly fee basis for certain tasks.

 

We want to be as transparent as we can so we’ve tried to make our Client Agreement and fee schedules as simple as possible and easy for you to understand. Apologies if it is a little bit long but we have made an effort to cover everything in it.

 

Dartington Wealth Client Agreement inc Service Proposition

For enquiries about wealth management

CALL US — 01223 211 122

or

email-enquiries@dartingtonwealth.co.uk

For enquiries about workplace benefits

CALL US — 01223 275 172

or

email-enquiries@dartingtonbenefits.co.uk

Financial Services

Independent Financial Advice and Wealth Management Services