As part of our commitment to Transparency and Clarity, we believe it’s hugely important to show exactly how our fees work.
Financial advice shouldn’t feel mysterious or come with any hidden surprises, so at Porta, we’re upfront about what you’ll pay, when you’ll pay it, and what you’ll receive in return.
We know that clear information helps you make confident decisions. That’s why we’ve outlined both our initial advice fees and ongoing service fees below, along with a simple explanation of how our planning process works.
Our Approach
Our fees reflect the time, care and expertise that go into creating your financial plan and the ongoing support you receive once that plan is in motion. We don’t charge hourly rates. Instead, we agree a clear, fixed structure from the start. This means you’ll always know exactly what you’re paying for and how it aligns with the value you’re getting.
Because we use enhanced technology and streamlined processes, we can keep our fee structure simple, transparent and fair.
Many of our clients are still building their investments, so our approach is deliberately designed to support regular contributions and long-term growth without unnecessary complexity. It means you can invest consistently and confidently, knowing the structure reflects your best interests – and your family’s – over the long run.
Our approach is designed to:
- Keep things simple and transparent
- Reward long-term partnership and regular investing
- Ensure our interests are always aligned with yours
