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Investment advice: what it costs and who it serves.

Fixed, variable and success fees, minimum assets, independence under MiFID II and what happens to inducements.

Products
28
Brands
21
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ProductsInvestment advice
28products
21brands
Critical attributeEvidence
  • Independence of adviceVerified
  • Fees and minimumVerified
  • Fixed and success feeVerified
  • Minimum assetsVerified
  • Treatment of inducementsVerified
  • ChannelVerified
  • Instruments coveredVerified

What we measure

Critical attributes in the catalogue, with the same meaning at every bank.

From which documents

  • Fee prospectus
  • MiFID II pre-contractual information
  • Service page
  1. Independence of advice
  2. Fees and minimum
  3. Fixed and success fee
  4. Minimum assets
  5. Treatment of inducements
  6. Channel
  7. Instruments covered
  8. Suitability review

Questions people ask

  • Which banks offer independent advice?
  • What minimum assets do they require?
  • Who passes inducements back to the client?

Frequently asked questions

How many investment advice products does Baremo cover?

28 products from 21 brands in the Spanish market, tracked daily from their official documents.

Does every figure have evidence?

Yes. Every approved value keeps the immutable capture of the document, the checked literal quote and its validity date.

Is this a consumer comparison site?

No. Baremo is a professional tool for the teams that set and analyse prices at banks, consultancies and investors.

See your market under the same yardstick.

A demo takes thirty minutes with your competitor set. We come with the questions your committee asked last week.