Compare The Platform: abrdn Wrap Tiered (Adviser £20m -£75m)

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abrdn Wrap Tiered (Adviser £20m -£75m)

abrdn Wrap is a sophisticated and highly rated wealth management platform solution. With enhanced data and tools to help advisers build tailored investment propositions for their business and clients and deliver good client outcomes.

abrdn offers an innovative drawdown price lock, ensuring the SIPP percentage platform charge will not increase as clients take money out of their pension. Clients with more than £1m in a single account also have the option to select an equivalent flat charge of 15bps.

If an adviser has more than £75m on the platform the product fees will be waived. This is the tiered charging structure when the adviser has between £20m and £75m on the platform.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPS Junior Pensions & SIPPS Onshore bonds Offshore bonds Other

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
Research, Tools and Information
Tools and data
Various specific calculators, portfolio analyser tool, charting tools, fund filter, my portfolio management and integrated 3rd party tools.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
Platform charge (£0-£249,999.99) 0.35%
Platform charge (£250,000-£749,999.99) 0.25%
Platform charge (£750,000-£999,999.99) 0.15%
Platform charge (£1,000,000+) 0.1%
SIPP/Onshore bond/Offshore bond product fee 0.05%
Exchange-traded dealing (up to £25,000) £10 / trade
Exchange-traded dealing (if between £25,000-£100,000) £25 / trade
Exchange-traded dealing (if greater than £100,000) 0.025%

Compare the Platform Says

Products & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
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3.0
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