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Charges and fees

Find out what we charge you and when

Frequently asked questions

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

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.

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.

Need more help?

If you can't find the answer to your question, get in touch or we'll be happy to call you.

Call usCall us on 020 7189 9999