Investor Fees
Investor fees.
Understand the total cost of investing through a financial adviser using a Quorum Capital discretionary portfolio.
Understand the total cost of investing through a financial adviser using a Quorum Capital discretionary portfolio.
Investing through a Quorum Capital discretionary portfolio involves three separate charges.
Your financial adviser charges a fee for advice and ongoing service. This varies by adviser and is agreed directly with you.
Typically 0.5–1.0% p.a.
We charge a flat annual fee to manage your portfolio. No performance fees, no fund rebates.
0.18–0.20% p.a.
The platform that holds your investments charges an administration fee.
Varies by platform, typically 0.10–0.45% p.a.
Based on a £100,000 portfolio in Quorum Core RG3. Adviser fee assumed at 0.75% p.a.
| Fee component | Annual rate | Annual cost | Monthly cost |
|---|---|---|---|
| Adviser fee | 0.75% | £750 | £62.50 |
| Quorum DFM fee | 0.20% | £200 | £16.67 |
| Underlying fund costs (OCF) | 0.68% | £680 | £56.67 |
| Total | 1.63% | £1,630 | £135.84 |
This illustration is for indicative purposes only. Actual charges will depend on your adviser, chosen platform and portfolio. Past performance is not a reliable indicator of future results.
Contact us and we'll produce a tailored fee breakdown for your client's circumstances.