Getting to the figures
Our costs
Highly qualified financial expertise is hard to find. But with Bourlet Consulting, we have all the experience of building wealth with a personal touch.
Schedule
Financial plan
 | Discover Hello Understand | No Cost |
 | Design Analyse Strategise | £500 |
 | Detail Finesse Recommended | £1,000 |
 | Deliver Implement Welcome | Fixed fee based on work involved |
Review costs
Invested funds
The cost of our Review Service is based on the value of investments that we manage
for you. Our costs are as follows:
| On the first £800,000 | 1.00% pa |
| On the value between £800,000 – £1,200,000 | 0.60% pa |
| On the value over £1,200,000 | 0.50% pa |
There is a minimum annual charge of £4,000.
Since our costs are calculated on a percentage basis, the cash amount will increase as the value of your portfolio increases. Similarly, it will reduce as the value of your portfolio reduces.
The provider used to hold your funds will have their own charge, as will the investments chosen. You can find these in each investment’s key investor information and the provider tariff which will be clearly stated in any recommendations made. These are in addition to our account charges.
The provider will automatically pay your fees directly to us each month from the cash held in your investment account.
Our Review Costs are not subject to VAT.
Next steps
Get in touch
If you want to know more about our plan and process, simply pick up the phone, get in touch and we would be happy to talk through financial options with you.