Levels & Costs

Platinum clients will have funds invested under advice from Fraser Wealth Management that will generate in excess of £7,500 per annum in fee income. Typically, this requires funds in excess of £1,000,000.

We will offer termly review meetings, annual cashflow modelling updates and ongoing advice provided by two Chartered Financial Planners.

Gold clients will have funds invested under advice from Fraser Wealth Management that will generate in excess of £4,000 per annum in fee income.Typically, this requires funds in excess of £500,000.

We will offer half-yearly review meetings, annual cashflow modelling updates and ongoing advice provided by a Chartered Financial Planner.

Silver clients will have funds invested under advice from Fraser Wealth Management that will generate in excess of £2,000 per annum in fee income. Typically, this requires funds in excess of £250,000.

We will offer annual review meetings, annual cashflow modelling updates and ongoing access to your adviser.

Bronze clients will have funds invested under advice from Fraser Wealth Management that will generate in excess of £1,000 per annum in fee income. Typically, this requires funds in excess of £125,000.

We will offer biennial review meetings and ongoing access to your adviser.