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. The only additional cost are fund charges directly incurred by ETF providers, currently averaging around 0.25% per annum.
There are no additional set-up fees, transaction costs 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.