Oasis Pricing
When you use our Oasis Wealth Management services you pay for our high quality advice and the products we recommend.
You will also receive a personalised report which presents you with our overall charges. They are dependent on the service we provide and your specific investment.
See below for our standard fees:
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Financial Advice |
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Lump sum investments |
1% of initial investment up to £500k 0.75% to 1% ongoing annual fee |
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Regular contributions
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5% on first £250 per month, 3% of next £500 per month, 1% over £750 per month 0.75% to 1% ongoing annual fee |
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Financial advice per hour (no investment) |
£300/hour (minimum fee - £500) |
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Inheritance tax planning and Trust set up Inheritance Tax Planning and Trusts are not regulated by the Financial Conduct Authority |
Pricing varies based on services provided
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Oasis Family Benefits
By becoming a client you can share cost savings with your family and friends and the whole group can benefit from having lower fees
