The value of investments and any income from them can fall and you may get back less than you invested.
Brewin Dolphin fees
Brewin Dolphin’s fees are structured in two parts:
A wealth advisory fee that will vary depending on the size of your portfolio. These fees reduce as the value of the assets we advise upon increases, and there may be initial and ongoing fees.
Should your wealth advisory plan include components that are managed by Brewin Dolphin, an investment solution fee will apply. This is a flat rate regardless of portfolio size but varies solution by solution.
External charges are paid for access to external funds, investment platforms and to cover the costs of transactions. VAT is also levied where appropriate.
These external charges will vary depending on a number of factors, such as the specific funds selected.
While these external charges are set by third parties and not controlled by Brewin Dolphin, we leverage our size to reduce them wherever possible.
A plan that works for you
Ultimately, you may use a blend of investment solutions. Before you make any commitment to invest, you will receive a personalised advice proposal detailing all the costs associated.
Once we have understood your individual circumstances more fully, we can explain our fees in more detail. Typically, you will not be charged for initial conversations and fees will only be incurred when you have made a decision to work with us
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An exclusive service for clients with complex requirements, centred around the idea that no two clients are alike.