Charges
Fees and costs for our Online Investment Service
Fees eat away at your investment returns and can have a big impact on the amount of money you’ll have in the future. That’s why we help you keep costs to a minimum. We don’t charge you to open an account or transfer investments to Bestinvest, and we have tiered annual service fees – giving you great value no matter how much you are investing.
Tiered service fees
Our annual management charges are tiered – so you pay a lower percentage for bigger investments. You can also benefit from a lower dedicated service fee for Ready-made Portfolios.
Ready-made Portfolios
| Investment value | Annual fee (per account) |
| Up to £250,000 | 0.2%* |
| £250,000 - £500,000 | 0.2% |
| £500,000 - £1,000,000 | 0.1% |
| Over £1,000,000 | No charge |
Other investments
| Investment value | Annual fee (per account) |
| Up to £250,000 | 0.4%* |
| £250,000 - £500,000 | 0.2% |
| £500,000 - £1,000,000 | 0.1% |
| Over £1,000,000 | No charge |
Dealing fees
You do not pay fees for buying and selling funds as these costs are covered in your ongoing service fee. For buying and selling non-fund investments (e.g. stocks and ETFs) there is a £4.95 dealing fee per transaction which is the cheapest of all the major investment platforms.
| Type | Fee |
| Buying and selling investments | Free |
| Share dealing | £4.95 per trade** |
| Placing limit orders | Free |
| Inactivity fee | Free |
*Note: SIPP service fee minimum £120 per year excluding Child SIPPs.
**Telephone orders are priced at £30 per deal.
Speak to our experts
Speak to one of our friendly UK-based experts for more information about our fees and charges.
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