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Platform pricing

We pride ourselves on a clear and easy to understand pricing structure.

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Transparent

'Pay what you see' pricing with a full breakdown of all payments provided.

Money cheque

Flexible

Move your clients' money between funds with no extra charges for switching.

Money ciculation

Competitive

Clear charging tiers that reduce fees as your clients' investments increase.

Elevate charges at a glance

Portfolio charge  

Our current charges

 

Elevate Portfolio Charge p.a Value of Elevate portfolio
0.25% £1,500,000+
0.30% £1,000,000 - £1,499,999
0.33% £750,000 - £999,999
0.36% £0 - £749,999

Annual equivalent of the charge based on the value of the Elevate portfolio - regardless of tax wrapper.

 

Easy to understand for your clients

For customers, understanding the world of investments can be difficult. Which is why we've made our platform pricing simple, with clearly defined charging tiers based upon the amount your client has invested in Elevate.

'Pay what you see' pricing

Your clients are always charged the lowest portfolio charge on their investment with our simple, tiered pricing structure. And when a reduced tier is reached, this charge applies to their whole portfolio.

No charges for switching funds

Your clients' money can move between funds with no extra charges for fund switching. There are also no additional charges for model portfolio functionality or tools such as our risk profile questionnaire. And there are no withdrawal or transfer out charges.

Access lower charges by linking family accounts

Clients who link family accounts could see their charges fall even further by qualifying for a lower price tier.