Our professional fees
Alliance has never been a commission based business. In our view this model is not sustainable and will soon become obsolete. Our clear preference is to charge a reasonable fee for the service we provide. Feedback from our clients suggests that transparency of fees is usually highly important to them when choosing an adviser.
Personal Funds Management Service
For those who already have an established asset base, our Personal Funds Management (PFM) Service fee schedule applies. For PFM clients we charge an asset based fee that incorporates all ongoing personal advice in relation to financial strategy as well as tailored investment management.
Strategic Asset Accumulation Service
For high income earners that are only just beginning to establish their asset base, our Strategic Asset Accumulation Service (SAAS) fee schedule applies. This is an annual retainer, paid monthly and quoted depending on the level of work required. Our typical retainer is about $6,000 per annum plus GST.
