Investments
- I am flexible towards fees and prefer to co-create fees with my clients.
You have options. Below are my guidelines.
For financial advice and services:
Initial fees:
1st option: - you and I agree on a fee
- deducted as a percentage from your investment.
2nd option: - you and I agree on the amount
- I invoice you
- you pay Accredinet.
Annual fees:
1st option: - A percentage of your fund’s value
- Deducted from your investment per month.
2nd option: - you and I agree on the amount
- I invoice you
- you pay Accredinet.
Long-term Insurance
- I am flexible towards fees and prefer to co-create fees with my clients.
You have options. Below are my guidelines:
1st option: - initial and second year commission and on-going commission
2nd option: - you and I agree on a fee
- I invoice you
- you pay Accredinet
- no on-going commission.
Other Services
- I am flexible towards fees and prefer to co-create fees with my clients.
- You and I agree on the amount.
- I invoice you
- you pay Accredinet.
If you’re a serious long-term investor, get in touch, give it a go…
Schedule your free, 30 minutes, no-obligation meeting to discuss your needs
I’m ready to help you be and stay a confident investor