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An illustration of fees for our Managed Portfolio service are:
Initial Fee (1.5%)
Ongoing Fees (2.1%)
The breakdown of this annual fee is as follows:
Custody and Administration (0.2%)
Ongoing Advice (0.85%)
Investment Manager Fee** (0.55%)
Our Managed Portfolio Initial Advice and Ongoing Advice fees are tiered. Please see our Terms and Conditions for a full breakdown of fees that may arise.
Leveraging the same in-house research and analysis we use to manage client portfolios, we can also offer you advice on specific investment opportunities. This is called Advised Brokerage. We provide the expertise; you make the decisions. If you have your own trading ideas, we can also provide market access on an execution only basis.
Annual Fee = £1,995
Advised transaction fee
Execution only fee
Excludes – Stamp Duty and PTM levy
Our clients sometimes hold portfolios they have built in the past with other investment managers. We can objectively review a client’s portfolios to offer advice on their composition. We also offer to join portfolio reviews and conversations with your existing advisers.
Please note, fees and charges may erode the value of your investments over time. The impact of these fees and charges can be discussed with your Investment Manager and an illustration of their impact will be shared with you regularly. Fees are calculated and charged monthly in arrears. VAT will be charged where applicable. Remember that your capital is at risk and you may not get back the amount originally invested.
*These charges are not levied by O-IM but are charged by fund managers and reflected in the assets price. 0.5% is the maximum charge and depending on your asset allocation could be lower.
** The Investment Manager fee can vary based on the portfolio you hold and is typically between 0.45%-0.95%