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Charges and fees - FAQs

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 and US shares

Account value

Service 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

Service 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.

The service fee is an annualised rate and is charged monthly in arrears.

*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.

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.

We pay 4.45% 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. 

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