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Fees
Private and Corporate Wealth Advice
We charge fair and transparent fees, similar to other professional advisers such as lawyers and accountants. We do not earn commissions, either initial or trail, from selling products and so clients can be assured that all advice is given solely in their best interests.
An initial discussion with Towry Law is free of charge and obligation, with no charges accruing until you have agreed them with us, and signed a fee agreement that details the services we will provide and how much they will cost.
Investment Management Services
We provide discretionary investment management services; our approach focuses on managing investment risk through asset allocation. Our minimum investment amount is £100,000 and there is a 1.5% initial charge for investments up to £250,000. Above £250,000 the initial charge is reduced to 1%.
We have a tiered annual charge structure which means that larger investment portfolios have lower charges. The annual charge on the total value for the first £100,000 that we manage is 2%, the next £150,000 is charged at 1.5%, the next £250,000 at 1% and amounts in excess of £500,000 are charged at 0.75% per annum.
Some charges are subject to VAT.