Belmont Asset Management – Competitive Pricing

Our fees are competitive and market-related. Clients are charged a basic administrative fee, based on the size of the investment portfolio.

Fees are calculated based on the market value of the portfolio.

Advisory fees are charged quarterly in arrears. No performance fees are payable.

VAT is charged, where applicable.

Our minimum portfolio value is R5 million for onshore portfolios or currency equivalent for offshore portfolios.

Should you have any queries relating to our fees or the various options available, please don’t hesitate to contact us.