£20k/As per HMRC permitted allowance.
Balkerne Asset Management Initial Charge
Balkerne Asset Management Annual Management Charge (AMC)
1.00% + VAT, (excluding dealing costs).
Adviser Remuneration Fee
As agreed with your client.
What is it?
Unique, tax-efficient portfolio of stocks & shares, actively-managed on a discretionary basis
Why is it different?
Unique, tax-efficient but otherwise traditional portfolio of stocks & shares which can be built up over time to provide a pension complement/alternative.
What's better about it?
5 available strategies/risk levels, daily price monitoring, quarterly and ad-hoc reporting, copies to adviser.
Why would my clients want it?
A stocks & shares based portfolio exempt from CGT. Low minimum investment, tax-efficient, active management, growth or income.
What other benefits are there?
Individual portfolios reviewed monthly, and as required.
Can complement MSS & MFS portfolios, including automatic annual transfer/allocation.
Access to Balkerne Asset Management investment team.