Compare The Platform: EQ Investors – Low Cost Portfolio

/EQ Investors – Low Cost Portfolio

EQ Investors – Low Cost Portfolio

EQ Investors is a financial planning firm and wealth manager with a strong focus on impact/ethical and low-cost investing. Investors can choose to use its planning service or invest directly in its portfolios.

The Low Cost Portfolio is a cheaper alternative to the other EQ offerings. The portfolio is usually comprised of 10 to 15 index trackers.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
Research, Tools and Information

Advice, help and contact

Huge number of articles and blogs with investment tips, guides and help videos. Advisers available over the phone.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Robo Charge £0-£99,9990.99%
Robo Charge £100,000-£249,9990.79%
Robo Charge £250,000-£499,9990.69%
Robo Charge £500,000-£999,9990.59%
Robo Charge £1m+0.49%
Underlying fund charge0.10-0.20%

Minimum Investments

Lump-sumTop-upsMonthly
£1,000£250

Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
4.0
4.0
2.0
4.0
Good product range. Free guides, articles and other resources.Underlying fund charges are low, but robo charges remain high.EQ’s low-cost solution. Wide ETF usage lowers the fees. Great support, resources and financial planning available.