Holden & Partners - Wealth Management Charges

Wealth Management Charges

If your circumstances require Holden & Partners to manage your investment portfolio we charge our fees for this service as follows:

An initial fee of 1% of the amounts invested. This excludes amounts invested into cash such as deposit accounts and National Savings.
An annual fee of the value of the investments under advice of 1% per annum up to £1M; 0.75% on the next £1M; and 0.5% over £2M.
There are dealing costs of 0.5% on purchases and sales.

We are completely transparent with regard to fees and any commission we receive. If we earn commission, we re-invest it enhancing the investment or offset it against the fee we have quoted. You will receive a detailed account of this in a statement at the end of each year which details the fees due after commissions received.