Investment fees and charges
When it comes to investing, we believe you should only pay for the services you need, not what you don't.
The upfront investment costs and ongoing investment management fees you pay can have a significant impact on returns. But understanding these investment fees and charges can be a minefield. They tend to vary greatly depending on the service and provider you choose and, while they should always be clear from the outset, this is often not the case. We think this is unfair and misleading.
Put simply, investing doesn’t need to be complicated and understanding what you need to pay shouldn’t be either.
Our investment charges
At Wealth Horizon, we are very clear about our investment charges. In fact, as a company, we pride ourselves on the fact we provide low cost investment management and excellent value for money.
And that’s it. No fees for receiving income payments and no charge to withdraw your money or change provider. We aim to make investing much simpler and better value for money than it is currently.
|Investment charges||Percentage of lump sum / portfolio value||Typical cost of an investment of 10,000|
|Initial investment charge ||0.25%||£25|
|Ongoing advice charge ||0.50%||£50 |
|Platform charge||0.25%||£25 |
|Underlying fund charges||0.14% ||£14 |
|TOTAL||0.25% initially. |
c.0.89% ongoing p.a.
|£25 initial |
£89 ongoing 
Our easy to use, online service enables us to provide fully regulated investment advice for a proportion of the amount you would ordinarily pay a financial adviser. And don’t forget, you're not alone; you can speak to someone at any time.