Our fees
Keeping the long term cost of investing as low as possible dramatically improves client outcomes
Our comprehensive fee includes:
Investment Management
Custody/Platform
Transaction Charges
Administration
Any Applicable VAT
The applicable fee rate is based on your net contributions and immediately drops as contributions move you into the next band.
We do not charge initial fees, exist fees or to transfer in pensions, ISAs and cash.
Other advice and guidance options:
For clients who would like to work with a Netwealth adviser on an ad-hoc basis, we offer both one-off advice or guidance via the Financial Planning ‘MOT’.
Annual Wealth management fees
Net contribution bands
Core
Advised
£50,000 - £249,999
0.75%
1.10%
£250,000 - £999,999
0.60%
0.95%
£1,000,000 - £4,999,999
0.45%
0.80%
£5,000,000 +
0.35%
0.70%
Underlying fund charges
+0.10% - 0.45%
Description
Fee
One-off advice
£200 per hour
Financial Planning ‘MOT’
A fixed fee of £400 for an individual or £600 for a joint plan