Levels & Costs

Platinum clients will have funds invested with Fraser Wealth Management that will generate in excess of £5,000 per annum in fee income. This requires funds in excess of £1,000,000 managed by Fraser Wealth Management.
We will offer quarterly review meetings, quarterly valuations and unlimited telephone calls 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.This requires funds in excess of £500,000 managed by Fraser Wealth Management.

We will offer half-yearly review meetings, half-yearly valuations and unlimited 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.This requires funds in excess of £250,000 managed by Fraser Wealth Management.

We will offer yearly review meetings, 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.This required funds in excess of £100,000 managed by Fraser Wealth Management.

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.