We charge a single wrap fee for our service, which is inclusive of management, custodian, and transaction fees.
∙ £2.99 per month up to £10,000 balance, or
∙ 0.49% per annum for balances greater than £10,000
You can refer to our pricing page for more information.
This fee does not include any charges on wire transfers or other fees that may be charged by the custodian or your bank.
The ETF sponsors or Mutual funds usually charge expense ratios, which are not currently included in the wrap fee. These are extra fees you will pay indirectly. We always review these fees when we implement our initial rebalancing and we might at times strategically hold certain securities where the trading fees are high relative to the actual value of the position.
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