Our Charges

Our fees are set up in a manner to allow us to look after your ongoing financial needs and to ensure the long term nature of our relationship with you. The incentive therefore is on us to provide an excellent ongoing service to you. We endeavor to represent you and your best interests at all times.

Fees

All fees/commissions/charges are discussed with our clients and will be clearly agreed before proceeding.

CMOR Financial Services fees come from two sources:

Implementation Fees

After completion of the initial financial plan any business you place through us is paid for by way of commission from the product provider. We can do a fair analysis of the market to ensure you get the most competitive quote. 


Investment Advice Fees

To provide ongoing advice in relation to our client’s investments, we charge a small annual percentage based fee. This fee is usually deducted from the client’s policy by the product provider and paid to CMOR Financial Services.


If you elect to deal with us on a fee only basis the following fees would apply:

  • Advisor Fees: €150 per Hour
  • Support staff: €75 per hour

Contact Us Now For An Initial Consultation