Small differences in costs add up in the long run, to more than one would expect at first glance. That is why we have aligned our entire business process to offer you an investment at the lowest possible cost.
How the costs were calculated.
Scalable Capital Cost: 0.91% p.a. (0.75% p.a. fixed fee + 0.16% p.a. ETF average cost).
Total Expense Ratio for a selection of major UK wealth managers: 1.85% p.a. (1.37% p.a. average charge paid to the wealth manager + 0.48% p.a. average cost of managed funds invested into).
Source: Numis Securities pricing model Feb-2015, own calculation for averages.
Note: The ARC Private Client Indices measure the historical performance of a number of wealth managers based in the UK.
Investment Management
Account Management
All trading costs
Custody
Rebates
Commissions
Exit Fees
Performance Fees
FX Fees
Withdrawal or deposit fees