Boyce Financial Services (BFS) has taken a proactive approach to eliminate concerns about financial advisory remuneration structures by introducing a true “fee for service” pricing model.
We have a transparent fee structure to ensure clients know exactly what they will pay and what services they can expect prior to any work being undertaken.
Specifically, our pricing model includes:
- An agreed set fee for the preparation and implementation of a Statement of Advice.
- A fixed dollar amount, agreed annually in advance, for the ongoing investment advice service.
To get you started, the initial information sharing meeting with a BFS Advisor is FREE.
All BFS Advisors are fully licenced and together have accumulated significant years of experience in assisting clients to achieve their financial goals. This experience, along with the integrity and quality of our advisors, allows us to provide excellent advice at a reasonable price.
The best part however, is that the service doesn't end with the preparation of your financial plan. BFS provides a proactive on-going advice and review service to ensure that the investment strategies implemented continue to be aligned to your financial goals.
Full details of our pricing policy are provided in the BFS Financial Services Guide. Contact BFS to obtain a copy of the FSG.