Söderberg & Partners Wealth Management applies a revenue model, to both advisory and discretionary investment management, that we call "Fair Deal”.
Fair Deal represents our core principle – to always act in the best interests of our customer, through good analysis and advice. This model has been in place since 2011.
Fair Deal means that Söderberg & Partners’ fees are the same, regardless of your choice of product, risk level or number of transactions. We charge a fixed fee for our advisory services.
We earn no income on brokerage, exchange fees or proceeds on net interest.
There are no lock-in clauses or withdrawal charges for you as a customer.