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Intrinsic Investment Portfolio Management

Fees

Fees are an important consideration for clients and can have a big impact on the returns you generate from your investments.

Investment management fees

For Managed and Advised Portfolios. Investment management fees are charged quarterly in arrears and are subject to a minimum of £250 +VAT per quarter.

Portfolio Value Scale
<£1m 1%
+VAT per annum
£1m - £5m 0.75%
+VAT per annum
£5m + 0.5%
+VAT per annum

Download full Schedule of Fees (PDF)

Calculate your annual investment charge

Intrinsic fees calculator
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Fees illustration

TOTAL FEE

£1000


Fees are charged quarterly in arrears
(Min. £1000 investment)

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