Fees
Our fees.
Transparent, competitive pricing with no hidden charges and no performance fees.
Transparent, competitive pricing with no hidden charges and no performance fees.
Pricing
One annual DFM fee. No performance fees, no fund affiliations, no platform rebates.
| Range | Portfolios | DFM fee | OCF range | Total (approx.) |
|---|---|---|---|---|
| Core | RG2–RG5 | 0.20% p.a. | 0.65–0.92% | 0.85–1.12% |
| Passive | Cautious–Growth | 0.18% p.a. | 0.06–0.08% | 0.24–0.26% |
| Income | Inc & Growth / Ethical Inc | 0.20% p.a. | 0.78–0.86% | 0.98–1.06% |
DFM fee charged by Quorum Capital and collected by the platform. Platform charges additional. All fees annual, exclusive of VAT.
Your DFM fee covers all of the following.
Full day-to-day investment management by the Investment Committee.
Branded adviser-ready performance reports every quarter.
All platform paperwork, transfers and onboarding handled by our team.
Consumer Duty assessments, MIFIDPRU disclosures and all required regulatory filings.
We'll produce a personalised fee breakdown for your client's portfolio.