Supplied and confirmed
The adviser or firm has provided the charging information and confirmed that Advisedly may display it. Live profiles should also show when it was last confirmed.
Methodology · Fees
We would rather show no fee than show the wrong one.
Financial-advice pricing can be difficult to compare because firms use percentages, fixed fees, tiers, minimums and caps. Advisedly's job is to make reliable information easier to understand without pretending we know more than we do.
Available from the firm's own material
We have located fee information published by the adviser or firm itself. The live product should retain the source and the date it was checked.
Not enough reliable information
We do not infer a specific adviser's likely fee from another adviser, an industry average or incomplete information.
Calculators
Illustrations are different from adviser pricing.
Advisedly may use neutral examples to explain what percentage or fixed-fee charging models mean in pounds. These are illustrations, not estimates of what a named adviser will charge.
For example, showing what a 0.75% ongoing adviser charge means on £500,000 is useful maths. Saying a specific adviser probably charges 0.75% without reliable evidence is not.
Open the fee calculatorLive-data standard
What every published fee record should carry
Source typeVerified, published or not supplied
SourceThe adviser, firm or public document used
Date checkedWhen Advisedly last verified the information
Charging modelFixed, percentage, tiered, capped or a combination
AssumptionsAny assumptions required to turn the structure into a £ illustration