How it works
Our fees
Our fees
Understanding the value of financial advice
Whether you are new to investing or considering a change of adviser, seeking guidance from a financial professional is often a wise choice. But, since it is a significant commitment, it is perfectly normal to have questions about the value of a financial adviser compared to going it alone.
But here is the secret: no matter your motivation for seeking a financial adviser, teaming up with a team like Broom Consultants forms a personal, supportive relationship that can make a real difference.
The value of a financial adviser goes far beyond investing. What you receive in return is a long-term relationship with a team that understands you and your vision for the future – whether it is 5, 10, or 25 years from now.
Our fees
Our approach to fee disclosure
We provide you with an initial consultation held at our expense. This helps us understand your financial objectives and we will confirm how we can support you in working towards these goals. During this meeting, we will discuss the costs involved, and levels of our services, both initially and throughout our relationship with you. Afterwards, you can decide if you would like to work with us.
Our fees
The services you will pay for
We believe it is important for you to get to know us, understand how we can help, and see the value we can bring to your life before any fees are involved. Therefore, you can expect to only pay fees for the implementation of your financial plan and the ongoing service.
Implementation service: A one-off fee based on a percentage of the amount you invest and/or transfer.
Ongoing service: An annual fee calculated as a percentage of your assets under management with us.
Our fee structure depends on your advice needs and financial goals. We may charge a fixed fee, a percentage of the assets we manage, or a combination of both.
Real Stories
Our clients’ opinions matter
We work hard to provide exceptional service and we are proud of the trust our clients place in us.
of clients would recommend us to their friends, family or colleagues
of clients believe working with us has helped or will help them achieve their financial goals
of clients were satisfied that we understood their financial goals and objectives
