Investment Management Fees.
All DFM fees are charged monthly and deducted by the platform provider.
No setup fees. No exit fees. No performance fees.
Fees are remitted by the relevant platform provider, together with an amount equivalent to VAT where applicable, usually within thirty calendar days of calculation.
What's included for the fee.
No tiers. No add-ons. Every investment management service includes:
Award-winning investment by a Defaqto-rated team
Quarterly rebalancing and ongoing portfolio monitoring
Factsheets and portfolio documentation for your clients
Access to the full investment team — not a helpdesk
Consumer Duty-compliant reporting and target market assessments
Available on all major UK platforms, including offshore
How do we keep low fees without cutting corners?
Automation and technology
We've built our own platform and portfolio management tools. Automation handles the operational tasks that other DFMs charge for through higher fees, rebalancing, reporting, onboarding. The saving goes to your clients, not our margins.
Efficient portfolio construction
Our StrataFolio methodology is designed for efficiency, fewer unnecessary fund switches, disciplined rebalancing, and access to institutional-class share classes that reduce underlying fund costs.
Scale without complexity
100+ advice firms and heading towards £5bn in AUM means we operate at scale. We however remain lean, agile, independent, profitable and employee owned.
