EDUARDO FERREIRA SIMOES
Chartered MCSI
International Wealth Planner
Professional Remuneration
All professional remuneration is clearly disclosed below, ensuring full transparency with detailed upfront costs. For added clarity, use our interactive fee slider to explore potential fees tailored to your needs - providing you with confidence and eliminating any unwelcome surprises.
Complementary Beginnings.
I provide a comprehensive, complementary process as part of my advisory offering. This includes a Discovery Meeting to explore your current position and aspirations, in-depth research, a tailored Solution Report, and a Presentation Meeting to review recommendations. Every stage is entirely obligation-free and provided at my expense, ensuring that valuable advice and information are accessible without barriers. I only receive professional remuneration when you feel fully informed, confident, and choose to engage me as your trusted Wealth Planner and Adviser.
In which case, the following Advice & Planning Implementation Fees would apply:
Professional Remuneration Calculator
Your Fee:
£7,500
Advice Implementation Fees
My Advice Implementation Fees cover a range of aspects to the overall execution of a well-thought, well-prepared Wealth Strategy. These fees are only payable once the entire investment process is finalised, typically deducted directly from the invested funds or, in some cases, invoiced separately. This structure ensures that my compensation is directly tied to the successful deployment of your assets - ensuring your capital is fully invested, aligned with your goals, and positioned within the optimal strategy before any fees are collected. The Implementation Fee thus covers:
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Initial & Follow-up Meetings
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Detailed Wealth Solution Report
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Cash Flow Plan & Wealth Strategy
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Tax Structuring & Optimisation
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Admin & Pre-Completed Paperwork
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Robust Compliance Checking
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Regulatory Licensing
Asset Value | Fee Amount |
|---|---|
£250,000-£500,000 | 3%, subject to £5,000 minimum |
£500,000-£1,000,000 | 2% |
£1,000,000-£1,500,000 | 1% |
£1,500,000-£2,500,000 | 0.75% |
£2,500,000+ | 0.50%, capped at £20,000 maximum |
Ongoing Planning Fees
For my serviced proposition, which provides ongoing financial planning, advice, and support tailored to navigate the complexities of evolving regulatory and legislative landscapes, a percentage-based ongoing fee is applied to Assets Under Advice (AUA). This fee encompasses continuous research, planning, and guidance while aligning my success with yours - ensuring that the performance of your wealth directly reflects my commitment to your wealth, and includes the following:
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Annual Review Meeting
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Bi-Annual Touchpoint Call/Email
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Independent, Unrestricted Advice
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Proactive Professional Recommendations
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Regulatory Protection to Funds Under Advice
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Continuous Market & Regulatory Research
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Quarterly Industry Commentary
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Continuous Portfolio Rebalancing
Assets Under Advice | Ongoing Planning Fee |
|---|---|
Up to £500,000 | 1.00% p.a. |
£500,000-750,000 | 0.90% p.a. |
£750,000-£1,000,000 | 0.80% p.a. |
£1,000,000-£1,500,000 | 0.70% p.a. |
£2,500,000-£5,000,000 | 0.60% p.a. |
£5,000,000+ | 0.50% p.a. |