
This is Brewin Dolphin’s online, accessible service with a minimum investment of £500. 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 £500. 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 |
---|---|---|
£500 |
Compare the Platform Says
Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE | |
---|---|---|---|---|
A competitively priced portfolio service that gives investors access to Brewin expertise. No pension which is a shame. |
Brewin Portfolio Service Says
Brewin Dolphin, a long-established discretionary fund manager (DFM), launched its Portfolio Service to branch out into the personal (online) investment management market. |