Client Charges Calculator

Calculate your ongoing advisory fees based on portfolio value

Portfolio Value
£
Advisory Fee Structure
First £1,000,0000.75%
£1,000,000 – £3,000,0000.50%
Over £3,000,0000.25%
Platform Charge**0.25%
Fund Charges (OCF)0.45%
** Larger portfolios may benefit from lower platform charges
Advisory Fee
Enter a portfolio value
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Annual
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Monthly
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Effective Rate: —
Total Ongoing Cost
Advisory Fee
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Platform (0.25%)
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Fund Charges (0.45%)
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Annual
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Monthly
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Total Effective Rate: —

*Minimum annual fee of £995 applies. Fund charges are deducted at source.

**Platform charges can be negotiated lower, and even capped, on a bespoke basis.

Fees shown are for ongoing advisory services. This calculator is for illustration purposes only.