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Fees

The costs to add up before choosing

A managed portfolio can accumulate several layers of fees. The exact schedule depends on the provider's contract: ask for it before signing anything.

Cost typeWhat to check
Management feesAnnual percentage charged on the assets under management, calculation method and frequency.
Asset feesInternal fees of funds or ETFs, sometimes separate from management fees.
TransactionsCommission per order, spread and any arbitrage fees.
Other feesAccount opening, account maintenance, withdrawal, change of profile.

No specific amount is shown here: prices vary by provider and by contract. Use the calculator on the home page to see the effect of two fee assumptions.

Open the calculator