Fair & Transparent Investment Fees
We believe in transparent and fair pricing, designed to provide exceptional service throughout your investment journey—from initial purchase through to resale. Our fees are structured as follows:
1% Annual Management Fee
This fee is calculated on your initial purchase value (not current market value) and covers ongoing support and market updates throughout your cask hold period.
3% Profit-Related Incentive (PRI) on Profits
We apply a 3% fee on any profit made upon resale, ensuring our team is motivated to achieve the highest possible sale price. For example, if you purchase a cask portfolio for £100,000 and sell it at £200,000, the 3% PRI would apply to the £100,000 profit (£3,000).
Our goal is to align our success with yours, giving you confidence in our commitment to maximising your investment returns.