How We Charge
Transparent professional fees for a certain future
Clarityisthefoundationofasuccessfulpartnership.EthicalInvestmentServices(EIS)operatesonafee-for-servicebasis,ensuringthateveryrecommendationisdrivenbyyourbestinterestsandtechnicalresearch,nothiddenincentives.
Your financial journey is structured around clear, documented stages to ensure you always know the cost of advice before it is implemented.
Initial consultation
Your first meeting is provided at no cost, allowing for a discussion about your needs and objectives without financial obligation.
Statement of Advice (SoA)
If you decide to proceed with a formal financial plan, you will receive a fixed quote for the preparation of your Statement of Advice.
Financial Planning & Portfolio Management fees
For ongoing management of your investments, fees are calculated as a percentage of the assets under management and align with the level of service and complexity of each client's needs.
Minimum service fee
An annual outgoing service fee applies across all portfolio accounts to support high-level research and ethical oversight.
Fee-for-Service
We ensure all ongoing financial planning fees are fully explained upfront, so you can make an informed decision before proceeding.
Full Disclosure
Every fee is documented in your Statement of Advice.
Professional Integrity
Advisers are salaried professionals, ensuring their guidance is focused on your long-term security.
No Surprises
You are encouraged to ask questions about any aspect of the fee structure you do not understand.
FAQ
All fees are fully disclosed in your Statement of Advice before you sign up for any portfolio management services.
Ready to take the next step toward the future you want to build? Start with a clear conversation about how your investments can actively reflect your values through an ethical, sustainable, and carefully constructed framework.