Fees

Fees

O’Leary Financial Planning Fees

 

In keeping with our commitment to maintain integrity and transparency in our service to clients our fee structure follows the same principle and is set out below.

Your initial “Discovery” meeting is free of charge. This is to allow you to decide if we’re the right advisers for you and if our knowledge and expertise is suitable to your particular circumstances.

All fees are declared up front and agreed in advance and will be fully explained in a clear and transparent manner.

 

List of Fees

Regular Premium Pension:

  • Initial Fee: Up to 15% of first annual contribution (min €500)    or
  • Commission (instead of initial fee): Up to 15% of first annual contribution (min €500)
  • Servicing & Ongoing Advice: Up to 0.50% per annum

Single Pension Contributions & Transfers:

  • Initial Fee: Up to 3%    or
  • Commission (instead of initial fee): Up to 3%
  • Servicing & Ongoing Advice: Up to 0.50% per annum

Approved Retirement Funds:

  • Initial Fee: Up to 3%    or
  • Commission (instead of initial fee): Up to 3%
  • Servicing & Ongoing Advice: Up to 0.50% per annum

Retirement Bonds:

  • Initial Fee: Up to 3%    or
  • Commission (instead of initial fee): Up to 3%
  • Servicing & Ongoing Advice: Up to 0.50% per annum

Single Top Ups to a Regular Premium Plan:

  • Initial Fee: Up to 3%    or
  • Commission (instead of initial fee): Up to 3%
  • Servicing & Ongoing Advice: Up to 0.50% per annum

Investment Bonds & Portfolios:

  • Initial Fee: Up to 3%     or
  • Commission (instead of initial fee): Up to 3%
  • Servicing & Ongoing Advice: Up to 0.50% per annum

Regular Monthly Investment Plans:

  • Initial Fee: 10% of first annual contribution (min €250)    or
  • Commission (instead of initial fee): 10% of first annual contribution (min €250)
  • Servicing & Ongoing Advice: Up to 0.50% per annum

Single Top Ups to a Monthly Investment Plan:

  • Initial Fee: Up to 3%    or
  • Commission (instead of initial fee): Up to 3%
  • Servicing & Ongoing Advice: Up to 0.50% per annum

Annuity

  • Initial Fee: Up to 3%    or
  • Commission (instead of initial fee): Up to 3%
  • Servicing & Ongoing Advice: Nil

We work for you the client at all times, and not a financial institution and our recommendations are made in the best interest of our clients and their needs.