Bauer Bersella Advisors

One simple fee for your Personal CFO

We handle everything from the planning to the execution. No obligations or minimums to start a conversation.

Our advice fee

0.5%to0.75%
per year
plus VAT

What your fee covers

  • Tax planning
  • Financial planning
  • Retirement planning
  • Estate planning
  • Investment execution
  • Investment management
  • Administration
  • Regular portfolio reviews
  • Direct access to your advisor

You stay in control

No hidden fees

We independently recommend the right products for you.

Fee refund guarantee

Not satisfied? We will refund your fees from the last 12 months.

No lock-ins

You are free to change advisors or end our service at any time.

Common questions

Not sure about fees?

Learn about how financial advice fees work in our interactive fee calculator.