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Our pricing

You pay for advice and follow-up over time, not for products or hidden incentives.

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What does independent advice mean? →

How we price our services

At Connectum, you pay for advice and follow-up, based on the work involved.

For most clients, this starts with a second opinion/independent evaluation resulting in recommandations put down in investment strategy or a comprehensive financial plan.

Our fee for ongoing wealth management and investment advice include advice, portfolio follow-up, monitoring, rebalancing, re-allocation and reporting is normally charged as a percentage of the portfolio value, typically ranging from 0,5% to 1,5% per year, depending on size and complexity. VAT is added os appropriate in accordance with applicable regulatations.

Traditional approach
Products and funds are introduced early. Advice is often shaped by what is available, rather than what you actually need.
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Connectum's approach
We start by understanding your situation and build a strategy based on your goals, risk profile and life situation.

Both the strategy and investment decisions are grounded in an evidence-based approach.

How we work

How the collaboration starts

We always start our collaboration with counseling. We spend time understanding your situation, your goals and what you want to achieve. Together, we create a strategy before investments are even considered. Only when we have a clear basis for decision-making do we put capital to work.
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FAQ

How does the collaboration work in practice?

We start by understanding your full situation, so we know what you have and the decisions you are facing.

From there, we develop a plan for how your capital should be structured and invested.

You decide whether to follow the plan on your own or together with us. If we manage the capital, the portfolio is built on documented knowledge and followed up over time.
What makes you different from other advisors? We operate as a certified fiduciary and receive no commissions from products. This means we have no incentives to recommend specific solutions.
What is expected of me as a client? The most important thing is that you share your situation and what is important to you. This provides the basis for the advice we give. You don't need to have all the answers ready in advance. We start by going through your situation together to identify what is necessary to move forward.a

Ready for your first call?

A first conversation is about getting to know you, understanding your situation and seeing if we're the right partner for you. Completely non-binding.

  • Structure before investment

  • Certified independent advice without commissions

  • Strategy tailored to your situation
Book your first conversation →