Fee Calculator
Important: This is a simulation tool, not a forecast.
It is important to understand that these illustrations are not a 100% indicator of future performance. The illustrations show the real returns you can expect with MoneyShe, compared to that of a typical traditional wealth manager.
The methodology used for this Fee Calculator is based on:
- the amount you are looking to invest
- a chosen return percentage
- real returns after ALL fees (we advise you pick a realistic return when using the calculator)
MoneyShe/SCM Direct Calculator
Notes:
The MoneyShe/SCM Direct illustrations are based on the average fees and charges of the SCM GBP Portfolios for the 12 months ending 30th September 2023. The comparisons are based on a Numis/FT analysis of a £500,000 portfolio, split £150,000 ISA and £350,000 pension with a 10-year holding period which estimated that the typical UK IFA wealth management fee was 2.00% pa (Financial Times, September 15th, 2023). It should be noted that MoneyShe/SCM Direct does not give financial advice. These comparisons are for illustrative purposes only and assume the same return before any fees or charges. This simulation is not an indicator of how your chosen MoneyShe/SCM Direct portfolio will actually perform, as this will depend on our asset allocation skill, markets behaviour and wider investment decisions.
All SIPP related fees and charges can be found here. The annual fee of the SIPP is 0.1% + VAT pa subject to an overall minimum per annum of £15+VAT (i.e. £18) and a maximum annual charge of £50+VAT (i.e. £60). An additional fee of £125 + VAT applies to clients within draw-down. There is no fee for transfers in and the fee for transfers out will not exceed the previous year’s fee. Other fees for work in relation to for commercial property, divorce & death for example are available on request and will be quoted to you before any work is carried out.