Charges

Hamilton Financial Standard Annual Management Charges (AMC)

Including platform annual charges for Investment Advisory work

 
Standard Portfolio
 

Portfolio SizeHF AMCPlatformVATTotal
(note 1)(notes 1&2)
£nil to £500,0000.75%0.20%0%0.95%
£500,000 - £1M0.50%0.20%0%0.70%
£1M - £1.5M0.40%0.15%0%0.55%
£1.5M - £2M0.40%0.10%0%0.50%
Thereafter0.40%0.00%0%0.40%

Notes

  1. Annual managers’ charges and platform charges are charged on a monthly basis and debited to the client’s platform.   These are calculated as a percentage of assets under management.
  2. In this example we have used the platform charges levied by AJ Bell Investcentre.

Examples

A portfolio worth £250,000 would cost £2,275 per annum.
A portfolio worth £600,000 would cost £5,450 per annum.

Smaller Company Portfolios

Charges for the management of a smaller company portfolio comprised of stocks quoted on the Alternative Investment Market (and currently exempt from IHT) depend on the size of the portfolio.  Such charges are discussed and agreed with clients in advance.