Levels & Costs

Platinum clients will have funds invested with 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 managed by Fraser Wealth Management.

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 with 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 managed by Fraser Wealth Management.

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 with 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 managed by Fraser Wealth Management.

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

Bronze clients will have funds invested with 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 managed by Fraser Wealth Management.

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