Who We Help & How We Charge
" Atlas Bridge Wealth has massively broadened my knowledge of what it is to plan for my future in Portugal and to make my money work better for me, especially living as an expat here in Portugal. "
Mr J Finnie
Portugal
Who We Help
(and are you a fit?)
Atlas Bridge Wealth works with a very specific type of client.
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Not because others aren’t important, but because cross-border financial planning only works properly when there is enough complexity, enough at stake, and enough willingness to do things properly.
You are a resident of Portugal
You are Portugal-based (or are planning a move to Portugal from the UK), and want to make sure your pensions, investments, residency timing, and wider financial decisions are aligned before you act.
You have significant wealth to protect
You have £500,000 or more across pensions, investments, property, business assets, or a combination of these, and understand that joined-up planning matters.
Clarity & Confidence
You value clarity and confidence over speed, and want to understand the consequences of decisions before they become difficult or expensive to unwind.
You are also looking for a trusted, long-term adviser, not a one-off transaction.
How we charge
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 hidden commissions, kickbacks or 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. Just great access to life-changing advice.
Best In Class
We aim to provide you with the very best service available, always.
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.
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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.
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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.
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The fee for this report is €1,500, payable before the report is produced.
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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.​​
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Implementation
Should you choose to proceed with implementing your structured financial plan, we charge an implementation fee on any invested funds. At this stage the fee proposal will be presented to you with two options, based on either: a percentage of assets invested (see below), or a fixed fee.
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Our Fee Structure (% of Assets Implemented)​
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Portfolio Size Initial Fee
First €500,000 3.0%
Next €500,000 2.0%
> €1m. 1.0% (up to)
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Example: €2,000,000 invested ≥≥ 3% of £500,000, 2% of next £500,000 and 1% on the next £1m (£10,000) OR an agreed upfront fee.
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.
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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.
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Our ongoing service typically includes:
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Regular reviews to keep your plan aligned with your goals
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Adjustments to your plan as needed
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Monitoring investment performance and making necessary changes
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Expert advice for tax efficiency
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Support with administrative tasks
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A copy of our Fee Schedule is available on request.
Let’s Work Together
Get in touch so we can start working together.
