We believe in fair and transparent pricing for all services offered by Bigmore Associates. You can find information about our initial and on going charges below. If you have any questions about these, please do not hesitate to get in touch.
| Tiers | Percentage of Funds Invested |
|---|---|
| First £0 to £200,000 | 2.00% |
| £200,001 to £400,000 | 1.50% |
| £400,001 to £600,000 | 1.00% |
| £600,001 to £1m | 0.75% |
| £1,000,001 to £2,000,000 | 0.50% |
| £2,000,000 plus | 0.00% |
| Switching plans | Additional £250 per plan |
| Service Level | Assets Under Management | Ongoing Adviser Charge (pa) |
|---|---|---|
| Primary | £0 to £250,000 | 0.85% |
| Lifetime (accumulation) | £250,000 to £500,000 | 0.75% |
| Lifetime (decumulation) | £0 to £500,000 | 0.75% |
| Wealth | £500,000 to £1m | 0.65% |
| Premier Wealth | £1m + | 0.65% |
| Wealth Builders | Below £250,000 | 0.85% |
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