At InsingerGilissen, we charge an all-in fee for our Asset Management and Investment Advice services. This all-in fee covers the support provided by your private banker and our securities services, as well as all transaction and administrative fees, such as custody fees.
What else is included in our all-in approach?
We map out your objectives in detail and if you wish can advise you on loans and payments. You are also given assistance in financial and estate planning as well as gifting strategies.
An independent private planner also compiles a periodic Private Plan or Estate Plan for clients with assets in excess of 1 million euros. If you entrust us with a smaller amount of assets, you can be assured of advantageous hourly rates for this service.
Our Shoe Box service is also included in our fee for clients with assets in excess of 10 million euros. In other cases we can offer you attractive hourly rates for this service. Hourly rates also apply if you task us with being administrator or executor for your estate.
Fee levels
The fee you pay depends on:
- the size of the (family) assets you entrust to us;
- which investment service you choose:
- Asset Management;
- Investment Advice;
- Execution Only (no all-in fee).
You will find more on the structure of our all-in fees in our Service Provision Document, chapter 2.6.