Fees and charges

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For more information about our fees and charges call us on:

0800 028 8960

Alternatively arrange a callback

Calls may be recorded. Lines are open:
8:00am - 6:00pm, Monday - Friday (excluding UK bank holidays).

Speak to us

For more information about our fees and charges call us on:

0800 028 8960

Alternatively arrange a callback

Calls may be recorded. Lines are open:
8:00am - 6:00pm, Monday - Friday (excluding UK bank holidays).

Speak to us about our fees and charges

Fees and charges

Our fees are clear, competitive and easy to understand. There are no set-up or annual charges on our accounts and we do not charge for buying, selling or switching funds. Our custody and administration charge (platform fee) is tiered depending on the amount you and your family have invested with Close Brothers Asset Management. This fee is deducted monthly.

Amount invested on our platform* My WealthPartner Online platform fee** Close Brothers standard charge**
Up to £500,000 0.25%  0.25%
£500,001 - £1,000,000 0.175%  0.20%
£1,000,001 - £1,500,000 0.05%  0.10%
£1,500,001 - £2,000,000 0%  0%
Above £2,000,001 0%  0%

*We do not charge a platform fee on cash or fixed term deposits. My WealthPartner Bespoke charges are unchanged.

**Custody and administration charge on the amount within the band are unchanged.


For example, an investment of £1,000,000 will be charged a platform fee of 0.25% on the first £500,000 and just 0.175% on the second £500,000.

To the extent that we charge a dealing fee on transactions, in exchange traded instruments only, this will not exceed £8.95. You should always check the online trading screens and any order confirmations prior to submitting your transaction request, as any applicable fees and charges will be clearly shown.

Please note, the gross interest rate on any cash held (excluding fixed rates on FTDs and excluding any cash held within the 'other assets' section of your portfolio) will be calculated as the daily Bank of England base rate minus 0.4%.

Download factsheet

Fees and charges factsheet

  • 08 Apr 21
  • 0.14MB
  • PDF

You’ll find full details of our fees and charges in this factsheet.

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing.

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