OUR VALUE PROPOSITION AND FEES

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WE ARE HERE TO SERVE OUR CLIENTS 

What we do can be summarised as follows:

Accountability

We are here to be your accountability partner and to help you follow through on your financial commitments. Though the process of financial road mapping we will work with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Hands-on approach

The future is uncertain, and the world is constantly changing. We work with you through every step of your financial journey, by regularly assessing changing circumstances, and creating the action plan necessary to address and manage any challenges ahead of time. We believe in long-term relationships and work to earn your continued trust.

Partnering for a better future

We want to know who you are and what is important for you. By taking the time to clearly understand your background, philosophy, needs and objectives. We work collaboratively with you to deliver bespoke solutions with a sense of team spirit, diligence and family values. Our greatest satisfaction comes from working with clients for many years and helping them realise their financial ambitions.

Independence

We pride ourselves in being fiercely independent and not driven by a corporate agenda. We bring insight from the outside to help you avoid emotionally driven decisions when it comes to financial matters. Our team is available to consult at significant moments of decision-making, providing you with the necessary information, tailored investment solutions and managing and disclosing any of our own potential conflicts of interest.

Structured and organised

We will help bring structure to your financial affairs, by assisting you in getting your financial house organised. This includes evaluation of investments, insurance, estate, taxes, household cash flow, legacy planning etc. We ensure three things: that we have clear communication, that we seek to manage risk in your portfolio, and that we regularly review and update your plan.

Exclusivity

We realize we cannot be all things to all people. We limit the number of clients in our business so that we can provide a completely personalised, high quality service so that each of our clients has the best possible experience.

OUR FEES

Autus has been a fee-based business since the company’s inception and we continuously improve our processes and services to the benefit of each client. We manage and disclose any potential conflict of interest. We strive to exponentially add more value then we charge in fees and provide a completely personalised, high quality service so that each of our clients has the best possible experience.

Our Fee Structure

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We have three different service packages according to our clients’ unique requirements.

Services

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Initial Consultation

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Comprehensive Financial Plan

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Implementation Fee

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Annual Ongoing Advice Fee

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Debit Order Collection Fee

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Future Additional Lump-Sum

Investments

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Withdrawal Fee

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Consultation with Wealth Advisor

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Consultation with Servicing Advisor

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Portfolio Changes

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Testament and Will Drafting

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Exclusive Client Appreciation Events

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Investment Seminars and Client Functions

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Autus Communique

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Quarterly Investment Statements

Prestige Offering

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Complimentary

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Variable

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Complimentary

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0,95% of Portfolio value

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1.5% of Debit Order

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Limited**

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4 per Annum Free

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1 per Annum

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2 per Annum

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Limited*

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Limited*

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By Invitation

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By Invitation

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Unlimited

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Included

Wealth Offering

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Complimentary

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Variable

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Complimentary

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0,8% of Portfolio value

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Complimentary

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Unlimited

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12 per Annum Free

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4 per Annum

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12 per Annum

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Unlimited 

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Limited*

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By Invitation

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Included

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Unlimited

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Included

Family Office Offering

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Complimentary

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Included

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Complimentary

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0,6% of Portfolio value

(negotiable above R20m)

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Complimentary

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Unlimited

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No Cost

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12 per Annum

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12 per Annum

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Unlimited 

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Unlimited

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Included

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Included

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Unlimited

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Included

Qualifying values per client offering are subject to change and will be confirmed by your wealth advisor.

*fee based on the complexity and time spent on plan, fee can be waved at advisor discretion

**One complimentary addition allowed of more than R50 000