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Fees and Charges


We aim to maintain a fee structure for our asset management services that is both competitive and realistic, enabling us to provide the attention to detail that our clients demand.

Fees on Application

Specialist Portfolio Management
CPAM can work within specified investment criteria to meet clients' requirements for ethical or socially responsible investments. Any additional charge for this service would be agreed with the client in advance.

Interest is paid on uninvested capital balances. For current rates please contact your CPAM Fund Manager.

Our fees include a comprehensive package of administrative services to keep each CPAM client fully informed.

fee service details

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Copyright © 2007 Close Wealth Management Group - All rights reserved.
Close Private Asset Management Limited is authorised and regulated by the Financial Services Authority and offers services only available in the UK. Close Private Asset Management Limited is registered in England No 1644127, with its registered office at 10 Crown Place, London EC2A 4FT and is a subsidiary of Close Brothers Group plc. It is a member of APCIMS. Close Wealth Management Group is the trading name of a group of companies that includes Close Private Asset Management Limited.