How much are you paying to manage your wealth?

The level of fees you are paying for the management of your investments can be hard to ascertain. Our cost calculator aims to give you a realistic estimate of your top to bottom fees and charges

Managed or Self-Invested
Is your portfolio professionally managed or do you select your own
investments?

Advice
Do you receive ongoing advice and financial planning in addition to your portfolio being managed?

IFA/Financial Planner or Direct
Do you have an IFA or do you receive advice and investment management directly from your portfolio manager?

Actively Managed Funds or Passive Funds/ETFs and Single Stocks?
Within your portfolio are the main investments actively managed funds or passive funds and ETFs (that track indices) as well as single stocks and bonds like Vodafone and BP or Gilts.

Please enter your details below to receive our estimate of your current fees.

All fields are required

Your total estimated fee

Netwealth fee

Savings in Year 1

The additional cost of having your portfolio professionally managed by Netwealth would be per year

Assuming an annual investment return of 5%, and the fee rates estimated above, in 10 years time you would be better off by:

If you would like to find out more about the Netwealth offering and how it might be appropriate for you please call us on 020 3795 4747.

To arrange a time for one of our qualified advisers to call you and answers any questions you may have about our offering please click below.

For a comprehensive review of your current arrangements and to hear more about how Netwealth could help you achieve your financial goals please click below.

Find out more about our fully managed portfolio offering.

Find out more Find out more

Unfortunately you do not meet the minimum investment level.

If you would like to find out more about the Netwealth offering and how it might be appropriate for you please call us on 020 3795 4747