We believe in the long term benefit of keeping the total cost of investing as low as possible. Our transparent fees are based on the total net contributions to your account and include: investment management, custody and safe keeping of your investments, transaction charges, administration, and any applicable VAT.
We do not charge initial fees or fees to transfer in pensions, ISAs or cash.
| Your portfolio fees per annum | ||
|---|---|---|
| Total amount invested, investment fees | Core | Advised |
| £50,000 to £249,999 | 0.75% | 1.10% |
| £250,000 to £999,999 | 0.60% | 0.95% |
| £1,000,000 to £4,999,999 | 0.45% | 0.80% |
| £5,000,000+ | 0.35% | 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 £180 per annum payable to Quai Investment Services limited, the operator of the Netwealth Personal Pension scheme.
