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Transparent Fees
With integrity being one of the three pillars of 3i Wealth Management, transparency with our clients is embedded in our culture. A key question you should ask any advisor is, "What are your fees?" If you can’t understand them, or they are somewhat vague, we suggest moving on to another advisor.
Investment Management Services
3i Wealth Management offers a straightforward flat fee structure, charging 1% of the total assets under management.
Specialized investment portfolios have a flat fee structure of 1.50% per annum.
Business Advisory Services
Our Business Advisory Services depend on the complexity of the engagement and the size of the business. Once we determine the resources required to provide value for your business, we charge a flat monthly fee.
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