All fees/commissions/charges are discussed with our clients and will be clearly agreed before proceeding.
CMOR Financial Services fees come from two sources:
After completion of the initial financial plan any business you place through us is paid for by way of commission from the product provider. We can do a fair analysis of the market to ensure you get the most competitive quote.
Investment Advice Fees
To provide ongoing advice in relation to our client’s investments, we charge a small annual percentage based fee. This fee is usually deducted from the client’s policy by the product provider and paid to CMOR Financial Services.
If you elect to deal with us on a fee only basis the following fees would apply:
- Advisor Fees: €150 per Hour
- Support staff: €75 per hour