OUR VALUE PROPOSITION AND FEES
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.
100 years of
COMBINED EXPERIENCE
We have the know-how you need.
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
We have three different service packages according to our clients’ unique requirements.
Services
Initial Consultation
Comprehensive Financial Plan
Implementation Fee
Annual Ongoing Advice Fee
Debit Order Collection Fee
Future Additional Lump-Sum
Investments
Withdrawal Fee
Consultation with Wealth Advisor
Consultation with Servicing Advisor
Portfolio Changes
Testament and Will Drafting
Exclusive Client Appreciation Events
Investment Seminars and Client Functions
Autus Communique
Quarterly Investment Statements
Prestige Offering
Complimentary
Variable
Complimentary
0,95% of Portfolio value
1.5% of Debit Order
Limited**
4 per Annum Free
1 per Annum
2 per Annum
Limited*
Limited*
By Invitation
By Invitation
Unlimited
Included
Wealth Offering
Complimentary
Variable
Complimentary
0,8% of Portfolio value
Complimentary
Unlimited
12 per Annum Free
4 per Annum
12 per Annum
Unlimited
Limited*
By Invitation
Included
Unlimited
Included
Family Office Offering
Complimentary
Included
Complimentary
0,6% of Portfolio value
(negotiable above R20m)
Complimentary
Unlimited
No Cost
12 per Annum
12 per Annum
Unlimited
Unlimited
Included
Included
Unlimited
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
Why Pay Fees?
“According to a 15-year study by Vanguard, working with an advisor can add about 3% in net returns.” **
Behavioural Coaching through different market cycles
+1.5%**
Forward-Thinking product and asset structuring
+.75%**
Tax-Efficient spending strategy
+.70%**
Advanced Model Creation & combining active and passive
+.45%**
Intelligent Rebalancing
+.35%**
**Vanguard, Putting a value on value: Quantifying advisor's alpha (2016)
