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

Investment Management Charges

 Investment Service

Assets

Fee

Hybrid Models < £1m 0.25%
£1m + 0.10%
Ethical Models < £1m 0.32%
£1m + 0.10%
Passive Models 0.10%
Investor Visa Portfolio £2m + 0.25% (plus VAT), 0.472% inc VAT & Custodian fees
£1.5m (£500k with VC) 0.25% (plus VAT), 0.472% 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 0.32% + VAT Subject to minimum fee of £1920 pa + VAT
Bespoke Portfolio – Client Meetings £200 + VAT per hour if required
Aim Portfolio Service 1.00% + VAT (with 1% + VAT initial charge)

Platform Charges

Service

Assets

Fee (Per platform account)

Platform <£1m 0.15%
£1m + 0.00% (effectively capping the % asset-based fee at £1,500 per annum per client)

*Minimum charge of £5 a month per client account.

Product

Annual Administration Fee

ISA £0
GIA £0
Trust £0
3rd Party product £0                                              Subject to 3rd party product provider fee
SIPP £50 + VAT (Accumulation) £125 + VAT (in Drawdown)

£125 + VAT (per UFPLS payment)

 

Investment Type

Trading Fee

Unit Trust/OEIC £0
Exchange Traded Instrument 0.04% (For example a £10,000 trade for ETF would result in a £4 charge)

 

Misc.

Fee

Cash transfer £0
Stock transfer out £1 (per line of stock)
SIPP transfer £75