T: 01277 219 594 E: contact@abacuswealthplanning.com
A:Adelaide House, 12 King Edward Road, Brentwood, Essex, CM14 4HL

How much does it cost?

Our Menu of charges available for the Wealth Management Service we offer, are as follows:

Private Client Service (Investment Portfolio's of £100,000 and above)
Initial Adviser Charge: Up-to 3% of initial investment
Annual Adviser Charge: 0.85% of investment/portfolio value.

Premier Client Service (Investment Portfolio's between £30,000 and £99,999)
Initial Adviser Charge: Up-to 3% of initial investment
Annual Adviser Charge: 1% of investment/portfolio value.

Core Service (One-off transactions, and portfolio's under £30,000)

Initial Adviser Charge: 3% of initial investment
Annual Adviser Charge: Between 0.5% and 1% of investment, depending upon the number of investment funds recommended.

Please refer to our Client Agreement for details of costs for other areas of advice.

Our Services

Utilising the latest technology we can manage your whole financial portfolio in one place.


'I am very Happy with the service provided by Abacus, and have every confidence in the advice given...' ....
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