Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $2,000 to $10,000, depending on complexity and advisor time. Hourly consulting is available at up to $500 per hour. For UK pension transfers, an initial fee of up to 3% of the transferred assets applies, with a minimum of $5,000. Ongoing asset management fees are up to 1.5% annually. Fees for US-based assets (IRA rollovers) are up to 2% per annum. Note that total fees, including third-party charges, can exceed 3%.
Areas of Practice
Advisor Information
Office location
5 Pontoon Street, Edinburgh, EH3 9QQ
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jamie is a Chartered Financial Planner and Pension Transfer Specialist at Forth Capital Group Limited/Forth Capital Advisers Limited since April 2020. This investment-related activity takes about half to nearly three-quarters of Jamie's time.