No Bias. At Equilibrium, we want to be paid for managing your money, not moving it around. Our ongoing fees are therefore based on a percentage of your portfolio value, rather than a transactional based charge. A single fee covers all aspects of our financial planning service and, as a result, you can be confident that if we decide to recommend any changes, this is with the sole aim of improving your portfolio.
Appears in 5 contracts
Samples: Retail Client Agreement, Retail Client Agreement, Retail Client Agreement
