Fee Schedule

 

The table below shows the breakdown of the annual fee for different portfolio values:

 

Account balance (£)

Management Fee (%)

£50,000 - £999,999

0.250%

£1,000,000 - £2,499,999

0.225%

£2,500,000 - £4,999,999

0.200%

£5,000,000 - £9,999,999

0.175%

£10,000,000+

0.150%