We make sure the cost of investing is clear and affordable, with no surprises.
Wealthify charges a simple annual fee for managing your investments. It’s never more than 0.7% and can be as low as 0.4%, depending on the total value of all Investment Plans you hold with us.
We invest your money in funds, which incur a small additional cost of typically 0.22% per year, taken directly by the fund providers. Transaction costs - incurred through the investing process - also apply. Ethical fund charges are slightly higher, typically 0.54% per year.
Funds are a cost-effective and convenient way to buy lots of investments all at once. We invest your money in carefully selected low-cost funds, managed by reputable fund providers.
Wealthify Investment Plans each contain around 15 funds, which hold more than 8000 diverse investments in total, such as stocks, bonds and property.
Each fund incurs a small charge, on average 0.22% per annum, which is taken by the fund provider at source. Learn more
Grow your Circle,
Shrink your fees.
Once you've signed up to Wealthify, you'll be able to invite people to join your Wealthify Circle. And the more people you have in your Circle, the bigger the discount you'll get on your fee.More about Circles