Discretionary SIPP
This scheme is designed for clients with a minimum of £300,000 to invest and enables clients to enjoy the benefits of a full discretionary portfolio management service. Each client has a dedicated investment manager who will work with them to construct a bespoke portfolio that is tailored to their individual pension scheme aims and objectives.
Full reports are sent from the investment manager on a six monthly basis at April 5th and October 5th. In addition the client has on-line access to their portfolio details and valuation updated daily.
Fees for a Cornelian SIPP under Scheme 3
| Minimum contribution: £300,000 | Cornelian Asset Managers Fees | Hornbuckle Mitchell Fees |
| Initial charges |
No charge | £200 |
| Annual charge (not charged on any investments in CF Cornelian Funds) |
1.25% on first £500,000 0.75% on next £500,000 0.5% thereafter |
£250 (Increases each year in line with the Index of National Average Earnings) |
| Dealing Commission | Flat £50 per deal |
