Clear Pricing for Your Confidence

Big Ben and Westminster Bridge by the River Thames in London, with sunlight in the background.

Whether you’re securing your retirement, looking to optimise taxes, or grow your wealth, we provide exceptional value with no hidden costs.

We believe clarity in pricing builds trust and confidence. Our fee structure is straightforward and tailored, reflecting the premium quality of our wealth management services.

Providing you with peace of mind as we guide you toward your goals.

Our Fee Structure

  • A no-obligation consultation to determine how we can best support your financial goals.

  • Fixed fee of £2,500 + VAT and this is offset against the implementation fee if you proceed with our recommendation.

  • 0.5% (+ VAT where applicable) of the amount invested.

  • The annual cost of this service is based upon the level of Oculus Wealth monitored assets and is charged at the final tiered rate as opposed to through the tiers:

    • Up to £999,999 - 0.75%

    • £1,000,000 - £4,999,999 - 0.65%

    • £5,000,000 - £9,999,999 - 0.55%

    • Above £10,000,000 - 0.45%

    VAT may also be applicable to some services.

  • Potential additional costs (e.g., custody fees, taxes) disclosed upfront. All fees are agreed in pounds and pence before work begins, with no commissions—ensuring unbiased advice.

How We Demonstrate Value For Our Fees

  • Net portfolio performance after fees.

  • Tax savings from strategic planning.

  • Successful wealth transfers to heirs.

  • Access to exclusive investment opportunities.

Comparison of initial and ongoing financial charges with peer averages. Initial charges: 0.50%, peer average: 2.40%. Ongoing charges: 0.65%, peer average: 0.80%. Arrows indicate low charges, on a color-coded scale from green (low) to red (high). Source: FCA report, December 2020.

How to Measure Value vs Our Peers

In order to illustrate our costs compared to our peer group we have used FCA collated data that indicates the average initial and ongoing charges of financial advisers. This allows you to understand our commercial terms with reference to our competitors.