The total fee ranges from 0.50% to 0.75% annually depending on the total assets under management:
- 0.75% from £5,000 to £100,000;
- 0.50% for the amount invested over £100,000.
The fee is VAT inclusive and covers investment management as well as technology costs and custodian charges.
When investing there are two additional costs outside our or your control that you need to be aware of. One is fund charges directly incurred by ETF providers, currently averaging around 0.25% per annum. The other is the bid-ask spread, which is the amount by which the ask price exceeds the bid price for an asset in the market. This averages around 0.03% per transaction for most of the ETFs in our asset universe.
There are no additional set-up or trading fees.
Please note that if you open an Exo portfolio from the platform of one of our partners, we'll pay them a commission. However, this amount won't be charged to your account.