Balkerne Asset Management Initial Charge
Balkerne Asset Management Annual Management Charge (AMC)
1.15% + VAT, (excluding dealing costs)
Adviser Remuneration Fee
As agreed with your client.
What is it?
A portfolio of stocks & shares, actively-managed on a discretionary basis. The Bespoke Service enables non-FTSE 350 stocks to be held within the portfolio
Why is it different?
Makes a traditional stockbroking service accessible to the 'ordinary' investor. 'Old-fashioned' service levels, active management, growth or income, buy/sell explanations.
What's better about it?
Bespoke service tailored to the clients' requirements, buy/sell contract notes with decision rationale, daily price monitoring, quarterly and ad-hoc reporting, copies to adviser.
Why would my clients want it?
Traditional full stockbroking service, active management, growth or income, buy/sell explanations.
What other benefits are there?
Individual portfolios reviewed frequently, and as required.
Core investment - may contain MSS and ISA portfolio(s).
Access to Balkerne Asset Management investment team.