What are our fees?

  • ETFmatic charges an annual fee of 0.5% of your assets under management of below GBP/USD/EUR 25,000.
  • Portfolios of GBP/USD/EUR 25,000 and above will be charged an annual fee of 0.3%.
  • We offer a 0% management fee for portfolios of children under the age of 18.

This fee includes:

  • Design and execution of your investment strategy
  • 24/7 reporting and administration
  • Brokerage fees
  • Custody fees
  • VAT

It doesn't include:

  • All fees charged by the banks for transfers to your ETFmatic account
  • Total Expense Ratio already priced by the ETF issuers into the assets we buy for your portfolio (0.1 - 0.4% for most ETFmatic portfolios)

Find out more about our approach here: https://etfmatic.com/whitepaper

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