Costs matter. The less you pay in costs the more you maximise your investment pot. Over a lifetime of investing the total cost of fees can eat away at a significant chunk of savings. The difference between a 1% fee and a 2% fee over the lifetime of a typical pension investment is a startling 25% of end-fund value.
We believe that our clients should know all the costs of investing. In our industry, confusing fee structures are typically designed that way, with jargon and small print used to mask steep investment costs and hidden charges.
At Calm Financial Care our fees are fair and transparent. Our fee schedule is:
Calm Financial Care Advisory Fee 0.80%*
Global Custody 0.25%*
Global Custody and Trustee Services 0.40% – 0.50%*
* No VAT is payable on these fees