For our investment portfolios, our fees range from 0.4% to 0.65% per year based on the higher of your total assets under management or total invested amount. You can view our pricing tiers here.
Please note that total invested amount is calculated as all cash inflows minus cash outflows. Any withdrawals and dividends paid out to bank account are categorised as cash outflows.
The value of your total assets under management is your portfolio value / net asset value.
Our management fee covers everything from portfolio monitoring to automatic rebalancing. You are not charged any additional brokerage or platform fees.
No management fees are charged for Syfe Cash+.