Initial Advice Fee

The Initial Advice Fee is applied for the comprehensive assessment of your financial goals and the creation and implementation of a tailored plan to help you achieve them.

The specific % fee is based on the total value of funds that your household has invested with us. The fee is only applied when a new investment is made, and is taken from the invested funds as opposed to invoiced.

New Client Example

For example, if a new client or household invested £300,000 with us following our advice, the charge would be 2.5% or £7,500, and £292,500 would be invested once the charge had been applied.

Existing Client Example

If a client or household with £800,000 in existing investments with Welsh & Taylor Wealth invested £300,000 with us following our advice, the charge would be 1.0% or £3,000, and £297,000 would be invested once the charge had been applied.

The Initial Advice Fee is applied as a flat fee, not a cumulative fee. Please see below for the specific Initial Advice Fee % based on the household investment value.

  • 3.0%

    For households with up to £250,000 of funds invested with Welsh & Taylor Wealth.

  • 2.5%

    For households with £250,000 to £500,000 of funds invested with Welsh & Taylor Wealth.

  • 2.0%

    For households with £500,000 to £750,000 of funds invested with Welsh & Taylor Wealth.

  • 1.5%

    For households with £750,000 to £1,000,000 of funds invested with Welsh & Taylor Wealth.

  • 1.0%

    For households with more than £1,000,000 of funds invested with Welsh & Taylor Wealth.