How are my fees calculated?

 

We charge 0.5% on an annual basis of your assets under management. Portfolios of 25,000 GBP/USD/EUR or above will be charged and annual fee of 0.3%.

Since your holdings will fluctuate over time as a result of additional contributions and changes in the market, we take daily snapshots of the value of your portfolio.

We use these valuation snapshots to calculate pro-rata fees on a monthly basis. We send you a detailed summary of the fees charged per goal.

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