Fee Calculator
| Component | Rate | £ per year |
|---|
| Adviser fee | 0.65% | £22,750 |
| Fund fee | 0.17% | £5,950 |
| Platform fee | 0.0793% | £2,775 |
| Total (all-in) | 0.8993% | £31,476 |
FCA average for advised portfolios
1.90%
Used for comparison
Your estimated charges
0.8993%
Adviser + fund + platform
Estimated annual saving
£35,025
Vs FCA average at 1.9%
Adviser fees: 1.00% on the first £500k, then 0.65% thereafter.
Above £2.5m the £500k band tapers by £1 for every £2 over £2.5m.
Over £3m: personalised terms available — we’ll be in touch.