High Net Worth Investors
Admiral Asset Management Ltd specialise in working with high net worth investors.
As a person who has worked hard to build up your assets over time, you’ve already proved yourself a wise investor. If you’re now looking for professional advice on the best way to protect or maximise your investments, we can help.
As usual, our emphasis is very much on providing you with a personal service, with expert advice that takes your unique circumstances into account. We will commit to looking after your financial affairs and if you are on the silver or gold service we will contact you regularly to keep you up-to-date. We are also available at any time if you need to contact us.
We appreciate that you want to get on with your life without undue worry over investments, pensions and inheritance tax. To that end, we have developed three levels of service, or programmes, designed specifically for someone in your position;
Bronze
This service is entirely reactive. It is aimed at clients who do not feel that they require ongoing service and do not wish to pay a regular retainer but still want to know that a service is available, should they require it.
The features of the programme are: -
- There are no monthly retainers or other regular fees.
- Work will only be undertaken at your request.
- Your file will only be updated when you have requested a service.
- A fee will need to be charged for updating your file before any work is commenced. This will also be agreed with you in advance but is likely to be around £200, depending upon the work involved.
- Commission and /or fees will be agreed with you for each service prior to work commencing. A copy of the additional service schedule is attached.
- Initial commission rate/fee will be a maximum of 3%.
Silver
This is for clients who require an ongoing service.
Those clients, who have assets under our management of at least £100,000, will automatically be included in this service. For existing clients the initial fee of £500 will be waived and there will be no monthly retainer fee.
The main features of this programme are: -
- There is a monthly retainer of £50.
- If you have a minimum of £100,000 under management, no monthly retainer fee will be payable.
- Your file will be kept updated so that I can respond in a timely manner to your request for service.
- There will be no additional fees for updating your file.
- You will receive a Half Yearly valuation of your portfolio.
- You will receive Bulletins and Newsletter Updates electronically as applicable.
- Tax Tables will be made available.
- An Annual Review meeting will be available at your request for no additional charge.
- Additional or mid-term Reviews will be available; however this may incur an additional fee.
- Commission and/or fees will be agreed with you before starting on any additional service you request.
- A copy of the additional service schedule is attached.
- ISAs – free of initial charge.
- Initial commission rate/fee will be a maximum of 2%.
Gold
This Programme is a pro-active service.
Those clients, who have assets under our management of at least £500,000, will automatically be included in this service. For existing clients the initial fee of £500 will be waived and there will be no monthly retainer Fee.
The main features of the programme are: -
- There is a minimum monthly retainer of £250.
- If you have a minimum of £500,000 under management, no monthly retainer fee will be payable.
- Your file will be kept updated so that I can respond in a timely manner to your requests for service and pro-actively advise you where possible.
- There will be no additional fees for updating your file.
- You will receive a half-yearly valuation and mid term valuations will be available on request for no additional fee.
- You will receive a Personal Annual Review but additionally I will keep your file under review and advise you when I feel you should consider any new opportunities that may arise for you. There will be no additional charge for drawing these opportunities to your attention, although there may be fees or commissions if you decide to act on any recommendations.
- You will receive Bulletins and Email Newsletter Updates as applicable.
- Tax Tables and a Budget Summary will be made available.
- Additional or mid-term reviews will be available at your request.
- Commission and/or fees will be agreed with you for each service prior to work commencing.
- ISAs – free of initial charge.
- Initial commission rate/fee will be a maximum of 1%.
