Levels and Cost of Services

Fees for the Fraser Wealth Management Programme are dependent upon the level of support that you require from us and the complexity of your financial situation. We have developed four levels of the programme:

Platinum Programme

We will offer quarterly review meetings, quarterly valuations and unlimited telephone callswith your Consultant and the Relationship Team.

Platinum clients will have funds invested with Fraser Wealth Management that will generate in excess of £5,000 per annum, in fee income.

 

We will offer half-yearly review meetings, half-yearly valuations and unlimited telephone support with your Consultant and the Relationship Team.

Gold clients will have funds invested with Fraser Wealth Management that will generate in excess of £2,500 per annum, in fee income.

 

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We will offer yearly review meetings, yearly valuations and limited telephone support with your Consultant and the Relationship Team.

Silver clients will have funds invested with Fraser Wealth Management that will generate in excess of £1,000 per annum, in fee income. Alternatively you can pay £80 per month.

 

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We will offer biennial review meetings, via telephone or at our offices, yearly valuations and limited telephone support with your Consultant and the Relationship Team.

Bronze clients will have funds invested with Fraser Wealth Management that will generate in excess of £500 per annum,in fee income. Alternatively you can pay £40 per month.

 

 

Liverpool Office

52 Tithebarn Street
Liverpool
Merseyside
L2 2SR

Tel: 0845 456 4404
Fax: 0845 456 4405
(location map)
 

London Office

1 Cornhill
London
EC3V 3ND

Tel: 0207 743 6558
Fax: 0207 743 6559
(location map)