Offers & fees
Each service has its price, which is announced before you commit.
The analysis of your contracts, your online account, and the annual review are free. Application reports have a fixed price; a service tailored specifically to your case is billed by the hour. Contracts purchased through us generate commissions paid by insurers and asset management companies.
in your space, each at a fixed price announced before any commitment.
hourly rates for a tailor-made mission, designed specifically for your case.
for the X-ray of your contracts, your Balmont Wealth OS space and the annual review.
What is free, what is not
What you pay, and to whom.
The commission amounts are detailed in the documents provided before any signature. The client onboarding document, provided before any advice is given, outlines our bylaws, our partners, and our remuneration.
The framework
What you can check.
Frequently asked questions
What we are being asked to do.
When does the rate of €500 including VAT per hour apply?
This service is only available for a customized assessment, designed specifically for your case, beyond the 14 assessments offered in your account. The estimated time is indicated before you begin. Each assessment has a fixed price, displayed before you order it.
Why is the annual review free?
Because it's part of the relationship with the firm, just like your online account. It takes place once a year, before the important deadlines: tax return, December 31st, January 1st for the IFI (French wealth tax).
How can I find out the commission on a contract?
It is included in the pre-contractual documents provided before signing, contract by contract (Article L. 521-4 of the Insurance Code). You can request it at any time.
