Wealth Management Fees and Charges


John Cheesewright, Schroders Personal Wealth Adviser
What you’ll pay:
Once you’ve received your personal financial report, if you choose to take out a product or service you will need to decide whether you want to take one-off or ongoing advice, the cost varies based on how much you’re investing.
|
|
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Up to £570,000 |
1.75% |
Amounts over £570,000 |
0% |
- Fees for one-off advice are paid via a single payment by cheque or bank transfer. In some situations, you might be able to pay the fee directly through the product itself.
- There may be additional fees payable for other products, like trusts and protection policies, but these will be detailed by your adviser before you commit.
- This information is based on fees and charges from Schroders Personal Wealth as of July 2020 and may change from time to time. Your adviser will confirm all the applicable fees and charges prior to you proceeding with any solutions.
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|
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Up to £1m |
0.65% |
£1 - 2m |
0.40% |
£2m - £5m |
0.35% |
£5m+ |
0.15% |
- Fees for ongoing advice are paid monthly in arrears and deducted from your investments. VAT will be charged where applicable.
- There may be additional fees payable for other products, like trusts and protection policies, but these will be detailed by your adviser before you commit.
- This information is based on fees and charges from Schroders Personal Wealth as of July 2020 and may change from time to time. Your adviser will confirm all the applicable fees and charges prior to you proceeding with any solutions.
Advice made for you
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Important legal information
Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.
Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.
Eligible investments are protected by the Financial Services Compensation scheme (FSCS). We are covered by the Financial Ombudsman Service.