Charges and fees
Find out what we charge you and when
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
|
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.
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 us on 020 7189 9999