At Arcturus, we don't adopt a 'one size fits all' approach when it comes to our service and associated fees. We believe that as each situation is unique to the individual, so the service levels and fees attached to those service levels should be tailored accordingly.
This is established in the initial contact with a prospective client, so that expectations are set and well understood from the outset. Advice takes many forms, but at its heart it can be divided between financial planning and investment planning.
Coming soon - more on …