This is Brewin Dolphin’s online, accessible service with a minimum investment of £2,000. Investors pick from one of six risk-rated portfolios based on risk tolerance and investment objectives. The overall charge is made up of Brewin’s management fee of 0.70% and portfolio costs that range from 0.11% to 0.23%.
Available products are ISA, Junior ISA and General Investment Account (GIA) with a minimum investment for each of £2,000 except the JISA which can start from £100 per month. A mobile app available.
Visit The WebsiteAvailable products & Wrappers
| General Investments | ISAs | JISAs | Pensions & SIPPs | Junior SIPP | Lifetime ISAs | Others |
|---|---|---|---|---|---|---|
| Bare trusts - Investing for beneficiaries under 18 |
Table of charges
| PLATFORM CHARGES | PRODUCT CHARGES | OTHER CHARGES | |
|---|---|---|---|
| Management Charge | 0.70% | ||
| Average underlying fund charge | 0.23% |
Minimum Investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £2,000 | £100 min for JISAs. |
Compare the Platform Says
| Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE |
|---|---|---|---|
| ISAs, Junior ISAs and General Investment Accounts available. | Good range of research and guidance. | Competitive, flat robo fees. | A competitively priced portfolio service that gives investors access to Brewin expertise. No pension which is a shame. |