Our fees for managing your investment portfolio are straightforward. We charge a quarterly management fee calculated as a percentage of the value of your portfolio.
This fee covers your portfolio transactions, administration and direct access to your investment manager. We will send you Rathbones publications and invite you to events we think may interest you – these are complimentary.
We aim to make our fees simple, clear and fair.
Our discretionary investment management fees for private clients are detailed below in our schedule of charges.