Frequently asked questions
What is the platform/service charge for my account?
We have a tiered fee structure, starting at 0.2% of invested assets for Ready-made Portfolios and 0.4% for other investments.
Ready-made Portfolios and US shares
|
Account value |
Annual fee |
|
Up to £250,000 |
0.2% |
|
£250,000 - £500,000 |
0.2% |
|
£500,000 - £1 million |
0.1% |
|
Over £1 million |
No charge |
Other investments
|
Account value |
Annual fee |
|
Up to £250,000 |
0.4%* |
|
£250,000 - £500,000 |
0.2% |
|
£500,000 - £1 million |
0.1% |
|
Over £1 million |
No charge |
Our Key Facts About Our Services And Costs document contains full details, including a breakdown of other fees you may incur with Bestinvest.
*Note: SIPP service fee minimum £120 per year.
When are fees taken from my account?
Fees are ring-fenced on the 20th of each month and collected on the 28th of each month.
To see all the fees you’ve paid in the past, log in to your account, go to the account you want to check and click the ‘Transactions’ tab.
Is there a charge to open a Bestinvest account?
No, there is no charge to open a Bestinvest account. There is a minimum investment of £50 so you have something in your account to get started once you log in.
What interest do we pay on your cash balance?
We pay 4.35% on all cash held in any of your accounts. The interest rate on cash within any account you hold is set by the custodian (SEI) and is subject to change without notice.
Book a free coaching session and get more help. More info
