The value of investments and any income from them can fall and you may get back less than you invested.

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Our fees

Keeping your investments on track.

Our fees explained

The tables below illustrate, in cash terms, exactly how much you will pay for Brewin Dolphin’s management of the Brewin Portfolio Service (BPS). As you can see, the charges rise depending on the portfolio balance. Any other charges that may apply, such as for withdrawals or account closures, can be seen in our Frequently Asked Questions section.

Illustrative charges on a range of portfolio values

Portfolio value £2,000* £5,000 £10,000 £15,000 £50,000 £100,000
Service fee @ 0.70% £14 £35 £70 £105 £350 £700
Estimated underlying Annual Fund charges @ 0.16% ** £3.20 £8 £16 £24 £80 £160
Total Estimated Annual Service Cost £17.20 £43 £86 £129 £430 £860
Total % Charge 0.86% 0.86% 0.86% 0.86% 0.86% 0.86%
Charged monthly at:*** £1.17 £2.92 £5.83 £8.75 £29.17 £58.33

 

* The BPS investment minimum is £2,000, however you can start a Junior ISA or a Bare Trust from £100 per month.

Dependent on the amount invested, the average performance of your portfolio will be impacted by the total estimated annual service cost figures shown in the table, or the portfolio percentage shown in the table as the total % charge.

** Our portfolios are invested in a range of underlying funds, all of which levy their own management charges within their pricing structure. The estimated average annual fund charge is 0.16%. Such costs are not charged directly to BPS portfolios, but impact indirectly though the corresponding reduction in the value of the underlying funds.

*** Service fee charged monthly and deducted on the 1st business day of each month in arrears. UK VAT and Stamp Duty is applied on fees and charges in line with applicable legislation. Other duties, transaction taxes etc. may apply in certain cases in line with overseas law.

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How can we help?

Did not find what you were looking for? Check out our answers to frequently asked questions

Contact us

Our dedicated customer support team is here to answer your questions about our service, ISAs, or questions specific to your account.

CALL US ON 0333 207 9003

Email: customer.services@brewin.co.uk 
Post: Brewin Portfolio Service, Sixth Floor, Atria One, 144 Morrison Street, Edinburgh, EH3 8BR 
Opening hours: Monday - Friday 8.00am to 6.00pm and Saturday 8.00am to 12.00pm

Valued by our clients

We have strong and sustained client satisfaction in both of our last annual surveys.