Clarity on Costs

Transparency is important to us and our cost structure is no exception. Our fixed fee includes investment management, account management, custodial charges and all trading costs. There are no hidden fees. We also provide full transparency on the cost of the ETFs we use for our clients' portfolios and regularly update this page when we exchange ETFs to achieve even lower total costs.

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SC Costs Table 015 uk

Pre-Contractual Information

Full Service at a Fraction of the Cost.

Past performance and future projections are not indicative of future performance.

Fees Calculation Methodology

How the cost of traditional services was calculated. 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.

Save Money. Build Wealth.

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.

Past performance and future projections are not indicative of future performance.

Calculation Methodology

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.

A Fee Structure With No Small Print.

Includes:

bulletpoint_check_green_oldstyle Investment Management
Account Management
All trading costs
Custody

We do not hide:

bulletpoint_cross_red_oldstyle Rebates
Commissions
Exit Fees
Performance Fees
FX Fees
Withdrawal or deposit fees

RISK WARNING

With investment comes risk. The value of your portfolio with Scalable Capital can go down as well as up and you may get back less than you invest.
A Stocks and Shares ISA or a SIPP may not be right for everyone and tax rules may change in the future.
Learn more about risk here.

Account access only.

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Scalable Capital Limited
71-73 Carter Lane, London, EC4V 5EQ, United Kingdom | T: +44 203 750 0703 | support@scalable.capital

Scalable Capital Limited is authorised and regulated by the Financial Conduct Authority (Firm Ref No 672532).
Scalable Capital Limited is a limited company registered in England and Wales (Company No 09386303).

Clarity on Costs

Full Service at a Fraction of the Cost.

Past performance and future projections are not indicative of future performance.

Save Money. Build Wealth.

Past performance and future projections are not indicative of future performance.

A Fee Structure With No Small Print.

Includes:

We do not hide:

RISK WARNING

ABOUT US

USEFUL KNOWLEDGE

DOCUMENTATION

Account access only.