If you have any questions regarding our charges or are interested in our services then please do not hesitate to contact us.

 

Charges Assets Fee
Hybrid Models < £1m 0.25%
£1m + 0.10%
Ethical Models < £1m 0.40%
£1m + 0.10%
Passive Model Portfolio 0.10%
Investor Visa Portfolio £2m + 0.39% (inc VAT & Custodian fees)
£1.5m (£500k with VC) 0.455% (inc VAT & Custodian fees)
Initial charge of 0.25%
Bespoke Hybrid Portfolio 0.25% + VAT Subject to minimum fee of £1,500 pa + VAT
Bespoke Ethical Portfolio 0.40% + VAT Subject to minimum fee of £2,400 pa + VAT
Bespoke Portfolios – Client meetings £200 + VAT per hour if required