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Fees
Fees are an important consideration for clients and can have a big impact on the returns you generate from your investments.
Investment management fees
For Managed and Advised Portfolios. Investment management fees are charged quarterly in arrears and are subject to a minimum of £250 +VAT per quarter.
| Portfolio Value | Scale |
|---|---|
| < £1m | 1% +VAT per annum |
| £1m - £5m | 0.75% +VAT per annum |
| £5m+ | 0.5% +VAT per annum |
Calculate your annual investment charge
Fees illustration
Total Fee:
£10
Fees are charged quarterly in arrears
(Min. £1000 investment)
