unique performance-fee structure

stellar wealth does not charge fees by the hour, as this can be open ended.

We prefer to be transparent in our fee structure for advice and transaction costs and will quote a set fee for any advice relating to a particular subject.

Advice / Transaction Fee

• Up to 3% of the sum invested / transferred.

Performance Related Fee

• 10% of the total return annually.

Performance Related Fees are payable annually in arrears.

All fees are subject to Value Added Tax at the current rate.

Risk Warning

It should be noted that the value of investments can fall as well as rise, and past performance is no guarantee to future performance.

Some products may not be covered by the Financial Services Authority (FSA) or the Investors Compensation Scheme.