Price list As of Q3 2026
Analysis, brokerage and service each have their own price with me, and you know it in advance.
For everything that comes up on demand outside analysis, brokerage and the Service Concept and is not covered by a broker’s general duties, my hourly fee applies, billed in quarter-hour units.
| Hourly fee | €238 |
| per quarter hour or part thereof | €59.50 |
Base price plus the areas you choose, individually or all together. The analysis page explains what the analysis is.
| Component | Individual | Family |
|---|---|---|
| Base price, once per analysis | €476 | €476 |
What’s includedAn intake meeting on request, the income and expenditure statement, the balance sheet, the ranking of all 42 financial topics of the standard and the handover appointment with the document. | ||
| + Income and health | €238 | €357 |
What’s includedWhat happens if you are ill for a long time, can no longer work in your occupation or die? I analyse whether your income and your family are protected in these cases, what your health insurance covers and what is left if you need long-term care.
| ||
| + Retirement | €357 | €536 |
What’s includedWill the money be enough when you stop working? I analyse your pension gap based on your pension statement, existing contracts and inflation, first for basic needs, then for your standard of living.
| ||
| + Assets | €238 | €238 |
What’s includedHow much of a reserve do you need, which debts are weighing on you, and are you saving enough for your goals? I analyse income, expenditure, assets and liabilities and translate your goals into amounts and dates.
| ||
| + Home and possessions | €119 | €119 |
What’s includedAre your house, home contents, car and liability insured well enough that a loss does not throw you off course? I analyse each contract to see whether it is in place and whether the sum insured is enough.
| ||
| The full picture, all areas | €1,428 | €1,726 |
Worked examples for individuals
Retirement analysis
Base price €476
+ Retirement €357
= Total fee €833
The full picture
Base price
+ four areas
= Total fee €1,428
Family: children included.
Three tiers, billed monthly. What each tier includes is on the Service Concept page.
| Tier | Individual | Family | Set-up fee |
|---|---|---|---|
| Basic | €0 | €0 | none |
| Comfort | €49 per month | €79 per month | €99 one-off |
| Premium | €79 per month | €109 per month | €99 one-off |
Minimum term 24 months, after that cancellable monthly with three months’ notice. The family rate includes your partner and children up to the age of 23.
Where there are products without initial commission, above all in retirement provision and investments, I arrange them for a fixed fee. Where there is no suitable product, the insurer’s initial commission stays in place. We clarify the approach transparently at the outset.
| Brokerage | Fee |
|---|---|
| Retirement provision, contract without initial commission | €357 |
| Occupational disability, contract without initial commission, including preliminary risk enquiry | €952 |
| Setting up an investment account and implementing the investment | €952 |
For the ongoing service on your investment account I charge a service fee based on the investment value.
| Service fee, portfolio service, based on the investment value | 1.19% per year |
An analysis with me is valid for three years. Within the Service Concept it never expires, because we update it at every contact. In 2026, no VAT is shown in accordance with Section 19 of the German VAT Act (UStG).