Our Fees

" Atlas Bridge Wealth has massively broadened my knowledge of what it is to plan for my future and to make my money work better for me, especially living as an expat here in Portugal. "

Mr J Finnie

Portugal

Simple & Clear

You should always know exactly what you’re paying, and why. No small print. No surprises.

No Conflicts of Interest

We’re only paid by you. No commissions, kickbacks or hidden incentives. Our loyalty is 100% to you.

Fees Matter

Every Euro in fees is a Euro that can’t grow for your future. Small differences today compound into huge differences over time.

All-in Support. always

Our ongoing fee covers everything: meetings, reviews, calls, coaching – as much as you need. We don’t charge by the hour, because we never want you to hesitate to reach out.

No Barriers

We don’t charge high upfront fees just to get started. No ‘toll booths’. No blockers. Everyone deserves access to life-changing advice.

Best In Class

We aim to provide you with the very best service available, always.

How we charge

At Atlas Bridge Wealth, transparency and fairness are at the heart of our fee structure. They ensure that you receive the value you deserve without any surprises.

Initial Discussion

Our commitment to you begins with our first meeting, which is always free of charge. We take the time to understand your needs and the scope of your project, then offer a firm quote. This approach provides peace of mind, so you know exactly what to expect without unexpected bills or costs.

Recommendation Report

If you wish to proceed to the advice stage, we prepare a detailed Recommendation Report for you, outlining your personalised financial plan and our strategic recommendations.

The fee for this report is €1,500, payable before the report is produced.
Should you decide to proceed with implementing the advice through Atlas Bridge Wealth, this amount will be fully deducted from the final implementation fee, ensuring you are never charged twice for the same work.

Implementation

Should you choose to proceed with implementing your structured financial plan, we charge an implementation fee on any invested funds. We believe in absolute transparency, our fee structure is designed to align our success with yours, rewarding long-relationships, not transactions. All fees are clearly disclosed and agreed in advance. Let us shoulder the responsibility, leaving you free to enjoy life without worrying about the details.

Ongoing Service

Like any journey, your financial plan requires periodic review and adjustment. Our ongoing service ensures your plan remains on track to achieve your aspirations. The fee for this service is agreed upon upfront, providing you with peace of mind and the flexibility to cancel at any time.

Our ongoing service typically includes: