Fee Calculator
| Component | Rate | £ per year |
|---|
| Adviser fee | 0.65% | £22,750 |
| Fund fee | 0.17% | £5,950 |
| Platform fee | 0.18% | £2,800 |
| Total (all-in) | 0.9% | £31,500 |
FCA average for advised portfolios
1.9%
Used for comparison
Your estimated charges
0.9%
Adviser + fund + platform
Estimated annual saving
£35,000
Vs FCA average at 1.9%
Adviser: 1.00% on the first £500k; 0.65% thereafter.
Above £2.5m, first band tapers by £1 per £2 (to £0 at £3.5m).