OUR FEES
We believe in transparency when it comes to managing your money. After all, it’s a relationship built on trust.
There is no charge for the initial meeting and advice. You will only incur fees once you decide to proceed with our recommendations and we begin to manage your investments.
Tideway employs a single, all-inclusive fee of 1% p.a.
It’s as simple as that. This fee covers:
- Complete access to a commission free Dealing, SIPP, and ISA accounts with AJ Bell
- Ongoing advice and implementation on the investments, withdrawals, and additions to your portfolios, including at least one review annually and unlimited contact with your wealth manager
- Model portfolio management and administration
- Access to online valuations, quarterly performance reports, and annual consolidated tax reports
Additional third party charges may apply, based on the products and investments that are selected for your bespoke wealth management plan. These charges range between 0.4% and 0.9%.
To learn more about third party fund fees and why we pay them, read our recent paper here.
At Tideway, we help you make smarter, tax-efficient investment decisions. Our expert financial advice is designed to maximize your wealth and keep your goals on track. Find out how we can help you design your plan.