At Viridian Wealth, we charge no fees for an initial consultation. We strongly believe we can not offer ANY value, until we get to know you, and so provide some of our time to you, on a cost and obligation free basis.
From this point, we believe that you should pay for an explicit fee for an explicit service. We detail our fee arrangements in full, and if you choose to proceed, you will sign an agreenent acknowledging the fee payable, and the work that we will provide for you.
Typically, a client will pay a fee to have their position analysed, with a Statement of Advice being produced. This detailed document outlines your current position, and the advice that we recommend. All our advice is in writing.
Further, clients will typically pay a flat rate advice fee, calculated individually for the client and based upon the complexity of the work provided.