What will it Cost? Our Charges

Our pricing.

Spotlight

Streamlined Advice Service

INITIAL FEES

CHARGES
  • Simplified and streamlined advice service

  • Supported online and via telephone

  • For investing sums up to €100,000

  • Covers life assurance and critical illness advice

  • No implemention fee

  • Financial planning report fee

  • Cash flow planning report fee (not required)
    		•  Financial Planning Report 0.50% subject to a minimum €250
    Cash Flow Planning €150.00
    Implementation Fee 0.50% or a minimum €150
    Insurance Advice Product/Provider specific
    Ongoing Fees: Charges
    Continuing Support and advice in respect of the portfolios
    Platform Custody charge:    		 0.50%
    Platform Custody charge: 0.30%

    Limelight

    Investment Management Service

    INITIAL FEES

    CHARGES
  • Dedicated investment management service

  • Designed to work alongside professional intermediaries

  • Outsource investment management to highly qualified investment professionals

  • Risk graded investment solutions - customised to your risk appetite

  • Not limited to a ‘house view’ - we offer a range of investment styles and strategies

  • Passive, absolute return, Individual equities, multi-asset and collectives based portfolio strategies.

  • Service suitable for 250,000+
    		•  Investment Portfolio Report: Free of charge
    Implementation Fee 0.50% or a minimum €250
    Ongoing Fees: Charges
    Continuing Support and advice in respect of the managed portfolio strategies: 0.20% - 1.15%
    Platform Custody charge: 0.30%

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    Integrated Wealth Management

    INITIAL FEES

    CHARGES
  • Full service wealth management proposition

  • Includes financial planning, retirement and investment planning

  • Regular face to face meetings with your Adviser

  • Financial planning newsletters, monthly factsheets and dedicated online client portal with valuations, commentary and ‘filing cabinet’.

  • Service includes both financial and wealth management service, including access to a range of portfolio management approaches

  • Holistic, integrated approach with one ‘all in’ ongoing fee
    		•  Initial Meeting Free of charge
    Financial Planning Report Min €795
    Financial Planning Report & Tax Advice Min €1590
    Cash Flow Planning €350
    Implementation Fee: as percentage charge OR 1-1.15% (subject to a minimum €2500 although financial plan/cash flow report charges are offset against this fee).
    Ongoing Fees: Charges
    Continuing Support and advice in respect of investments and wealth planning: 0.30% - 1.15%
    Platform Custody Charge 0.30%

    Call Us

    You’re always welcome.

    Visit Us
    Aria Private Clients,
    Ground Floor, 74 South Mall,
    Cork, T12 F3FD
    Call Us
    +353 (0) 21 427 9053
    Mail Us
    cork@ariaprivateclients.com

    get in touch


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    ARIA PRIVATE CLIENTS IS A TRADING NAME OF ARIA CAPITAL MANAGEMENT (EUROPE) LIMITED. ARIA CAPITAL MANAGEMENT (EUROPE) LIMITED IS AUTHORISED AND REGULATED BY THE MALTA FINANCIAL SERVICES AUTHORITY (WWW.MFSA.MT) AND REGISTERED WITH THE CENTRAL BANK OF IRELAND FOR CONDUCT OF BUSINESS RULES. MALTA COMPANY NUMBER: C 26673. REGISTERED OFFICE: THE HUB, TRIQ SANT ’ANDRIJA, SAN GWANN, SGN 1612 MALTA.

    Padraig O’Riordan and Paul Dee act as Tied Agents of ARIA Capital Management (Europe) Limited in Ireland.