Fees

Question 1

Killik Managed fees?

Answer 1

1.6% on first £1m, 1.4% thereafter

Question 2

Advised Investment service fees?

Answer 2

0.95% on first £1m, 0.8% thereafter

Question 3

Fx fees?

Answer 3

0.5% on all trades under £30k and 0.35% thereafter - changing to 0.35% flat fee soon

Question 4

Stockbroking service fees on UK securities?

Answer 4

first £15k is 1.65% and 0.5% thereafter

Question 5

Stockbroking fees on overseas securities?

Answer 5

first £25k 2% and 0.5% thereafter

Question 6

Stockbroking fees on UK gilts and other fixed interest?

Answer 6

first £15k 1%, next £35k 0.5%, 0.125% thereafter

Question 7

Global stockbroking custody charges?

Answer 7

first £100k 0.0625% of the value of the portfolio every quarter. Thereafter 0.025% value of the portfolio. Max £375 per quarter.

Question 8

Execution only UK securities charges?

Answer 8

First £15k is 1.65%, thereafter is 0.5%

Question 10

UK gilts and other FI - XO charges?

Answer 10

First £15k 1%, next £35k 0.5%, thereafter 0.125%

Question 11

Global custody XO charges?

Answer 11

£5 per quarter per account, All securities £5 per security, per quarter, Negotiable above £2m.

Question 12

Fixed Income strategy fees?

Answer 12

1.2%

Question 13

Short dated Gilts fees?

Answer 13

0.6%

Question 14

PMS fees?

Answer 14

1.35% and 1.2% after 1m

Question 15

Special sits fees?

Answer 15

1.35% inc VAT, minimum £30k investment

Question 16

SIPP administration fee (drawdown fee)?

Answer 16

£200 set up a drawdown, £150 a year ongoing

Question 17

Killik Complete fees?

Answer 17

1.75% for first £1m, 1.5% thereafter.£500,000 minimum investment

Question 18

When are fees taken?

Answer 18

March June Sep and december based on the value the month before

Question 19

wealth planning fees?

Answer 19

0.5% first £1m, 0.45% thereafter

Question 20

Will writing service fees?

Answer 20

1 will = £320 inc VAT
2 mirror wills = £380 inv VAT
free custody of wills where company is the executor.

Question 21

POA two different types?

Answer 21

One is property and financial affairs the other is health and welfare.

Question 22

POA charges?

Answer 22

Preparation of One LPA - £125
Preparation of both types - £175
Registration of one LPA - £100
Registration of both types - £125

Question 23

Personal taxation services costs?

Answer 23

£250 plus VAT

Question 24

IHT service fees?

Answer 24

1.75% AMC minimum £50k investment exclusive of VAT