We're a fee-based financial advisory firm.
That means we're paid directly for advice rather than commissions from financial products.
Because it means the conversation stays focused on what's actually right for you, not what somebody is trying to sell.
Paid directly for advice
Focused on long-term planning
One joined-up strategy
Advice built around your situation
Paid by product providers
Incentive tied to product sales
Advice can feel transactional
Different products from different places
Initial Advice
€3,950 + VAT – Comprehensive financial plan and 12 months of ongoing advice and support.
Implementation
0.5% (one-off) – Covers the setup of investment and pension accounts, pension transfers where applicable, implementation of your portfolio, and all associated administration.
Ongoing Advice
0.5% p.a. charged on assets under management, subject to a minimum annual fee of €2,500. Includes annual reviews, investment oversight, and ongoing financial planning.
Our clients typically have investable assets of €500k+ and are looking for long-term financial planning, pension advice or wealth management support. They work with us on an ongoing basis, with fees typically starting from 0.50%, and reduced on a tiered basis for larger accounts.
Our role is to help you make better decisions, avoid expensive mistakes and build a plan that fits your life. Not to push products.
Where you are now
What you already have
What matters to you
What you're trying to achieve long-term
Only then do we make recommendations. Good financial planning is rarely a once-off conversation. Businesses evolve. Families change. Priorities shift.
Our clients work with us over the long term because they value having someone experienced to sense-check decisions as life changes.
We'll always explain fees clearly upfront before any work begins.
Q: How much does a financial advisor cost in Ireland?
Our initial Comprehensive Financial Plan is €3,950, which includes a full financial plan and 12 months of service. Ongoing annual advice starts from €2,500, plus an annual management fee of 0.5% of assets under management.
Q: What is a fee-based financial advisor?
A fee-based advisor charges directly for their time and advice, rather than earning commissions from product sales. This removes the conflict of interest where an advisor benefits financially from recommending certain products.
Q: What is the difference between fee-based and commission-based advice?
Commission-based advisors earn a percentage of the products they sell you. Fee-based advisors like Investwise are paid only by the client, which means recommendations are based solely on what is right for your situation.
Q: Do I need a minimum amount of assets to work with Investwise?
Our service is designed for clients with investable assets of €500,000 or more. Below that level, the complexity involved in building a meaningful financial plan typically makes the fee less proportionate.
Q: Are there any hidden fees?
No. Our pricing is fully transparent and agreed upfront. The annual management fee of 0.5% covers ongoing portfolio management and advice. There are no hidden charges, no product commissions and no surprises.
Answer one quick question so we can understand what you want to get sorted before we speak.
Our service is specifically designed for business owners and directors managing complex personal finances alongside a growing company.
If your situation changes, or if you'd like to talk it through, we're always happy to have an honest conversation.
Based on your answers, there's a lot here we can help with.
Pop your details below, choose a meeting time, and we’ll send everything through to the team.