On-Going Services

Once we have completed our recommendations, set up new plans or amended any existing plans, you may wish us to provide an ongoing review service. Fees for managing investments on an ongoing basis are usually in the range 0.5% - 1% p.a. of the investment value, depending on the exact nature of the service. Most investment clients elect for an ongoing service. These fees can usually be paid directly to AWA from the investment manager with your agreement.