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Fees
Quercus Wealth fees are transparent and are agreed at the outset
Find a Wealth Manager
Fees are calculated relative to the complexity of the search.
Any ongoing monitoring fees will be agreed at the beginning of each year.
Fees are not related to the size of the client’s assets/existing portfolio
Investing Unravelled
There is a minimum fee for any seminar dependent on whether this is given to a group (usually arranged through a corporate entity) or to an individual or family (may be arranged directly or by a third party).
If you're interested in either of these services, please get in touch
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