What is Informed Invest?
Informed Invest is our low cost, no-frills investment service.
We call this ‘Informed Invest’ - where the focus is helping you invest in diversified portfolios and allowing ‘Global Equities’ to do their thing over the long term!
This is different to our MasterPlan Maintain Programme, and is designed to serve investors who do not seek on-going support and planning outside their investment or pension account.
Designed for those who want to:
- Invest €100,000+
- Invest successfully over the long term
- Pursue passive investments strategies
- Access to index funds from Vanguard and others
- Penalty-free access to your investment at any stage
- Avoid commissions and hidden fees
- Do it all seamlessly on-line
As distinct from the MasterPlan Maintain Programme, Investors in ‘Informed Invest’ do not benefit from:
- Full access to Paddy as their dedicated advisor
- Bi-annual calls or meetings with Paddy
- Invitations to Seminars or exclusive events
- Access to our support network
- Access to new portfolio options or non-standard options
- Guidance or advice outside the investment/pension account
When you invest via ‘Informed Invest’ you get:
- A detailed investment recommendation from us to help you choose your portfolio
- Implementation of your investment/pension account
- Access to our proven portfolios
- Annual rebalancing of your portfolio
- 60-minute Zoom call with us each year to help you stay on track
- Online access to your fund portal and portfolios
- Access to our administration team for ad-hoc account queries
- Penalty-free access if you need to at any stage
- No commissions or hidden fee
- Avoid the 1% Government Levy (saving you €2,500 on €250k lump sum investment)
Account Set-Up:
Investment Portfolio Recommendation Report & Implementation €950 (No Vat, payable via invested assets) for one Investment/Pension account. Plus €350 per additional account we implement for you
Annual Service Fee:
Above illustration is for an ‘Informed Invest’ non-pension investment account of €100,000 to €2m. The Informed Invest Management Fee is capped where your invested assets exceed €2m.
If we need to hire pension trustees in order to maximise your results, it will add 0.1% to 0.2% per year to the above. Examples as of July 2020, and may vary over time.
The investment performance of the portfolios we provide for investors have far outstripped the majority of high street offerings, at similar or lower volatility ratings and lower costs to investors.
Principal Financial Planner, Informed Decisions.
