Our Fees and Payment Terms
At Themis Wealth Management, we believe exceptional advice should always feel transparent, fair and worthwhile.
From the outset, our focus is on ensuring you receive genuine value through thoughtful planning, clear outcomes and a service delivered within agreed timescales.
During your initial meeting, your planner will explain clearly the cost of any advice should you decide to proceed. Together, we will agree the most appropriate and convenient way for you to pay. Sometimes this will be at a second chat, but always before you commit to a relationship with us.
Depending on the work involved, adviser fees may be structured in one of the following ways:
• An hourly rate for specific pieces of work
• A fixed fee agreed in advance, based on the scope and complexity of the advice
• A percentage of funds invested, where appropriate and agreed with you beforehand
Every remuneration option is discussed openly before any work begins, allowing us to agree the most suitable arrangement for your circumstances and preferences.
No fees are ever charged without prior written agreement, ensuring complete clarity and no unexpected costs.
For clients who choose our ongoing advice and stewardship service, an adviser charge will apply. This is always discussed and agreed in advance, with full transparency around the service you will receive.
Our ongoing relationships are designed to remain flexible. The arrangement may be ended by either you or your adviser at any time, giving you confidence that the relationship continues because it adds value, not because you are tied in.
