Fees
Our asset managers will charge approximately 0.85% annually for investing and ongoing management of the funds. They are responsible for ensuring that the investment strategies achieve their targeted returns over time.
The platform administration fee will be up to 0.34% per annum, with a maximum of R600 per month.
FKC Wealth will charge the following fees annually for ongoing management, service, and administration of the plan:
- Ongoing fees of 1.00% (excluding VAT) per annum on assets under management from R1 to R2,500,000
- Ongoing fees of 0.75% (excluding VAT) per annum on assets under management from R2,500,000 to R10,000,000
- Ongoing fees of 0.50% (excluding VAT) per annum on assets under management from R10,000,000 to R50,000,000
- Ongoing fees of 0.40% (excluding VAT) per annum on assets under management from R50,000,000 to R70,000,000
- Ongoing fees of 0.30% (excluding VAT) per annum on assets under management from R70,000,000 upwards
FKC Wealth proposes an initiation fee of 0% for advice given and implementation of your plan.
The platform administration fee will be up to 0.34% per annum, with a maximum of R600 per month. FKC Wealth will charge the following fees annually for ongoing management, service, and administration of the plan:
- Our Principles
- Our Unique Value Proposition
- Our Highly Skilled Expert Team
- Our Dedication to the Lifelong Financial Yourney