Netwealth offers advice restricted solely to our services. We do not consider the whole of the market, nor offer advice in relation to tax compliance, insurance products, or the transfer of defined benefit pensions.
Netwealth's advice service delivers ongoing value, with a dedicated adviser providing personalised recommendations to help you achieve your financial goals.
The table below shows the fees applicable for our Advised service which includes investment management and ongoing financial planning advice.
Fees quoted are inclusive of any applicable VAT.
| Annual wealth management fees | |
|---|---|
| Net contribution bands | Advised |
| £50,000 to £249,999 | 1.10% |
| £250,000 to £999,999 | 0.95% |
| £1,000,000 to £4,999,999 | 0.80% |
| £5,000,000+ | 0.70% |
| Underlying investment fees | +0.10% - 0.45% |
These fees are paid on a monthly basis and are calculated at close of market on the last working day of the month, based on the average daily weighted market value of your portfolio. They are then debited on the 18th of the month.
For a Netwealth Personal Pension there is an additional charge of £150+VAT per annum payable to Intelligent Money, the operator of the Netwealth Personal Pension scheme. For details of other potentially applicable fees please see our fees and charges here.
For clients who would like to work with a Netwealth adviser on an ad-hoc basis, we offer both one-off advice or guidance via the Financial Planning 'MOT'.
| Description | Fee |
|---|---|
| One-off advice | £200 per hour |
| Financial Planning 'MOT' | A fixed fee of £400 for an individual or £600 for a joint plan. |
*These amounts are inclusive of any applicable VAT.
