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CHARGES
PRIVATECLIENTS
Where you are a direct (non-advised) client of Intelligent Money we receive the IM Portfolio fees (after costs). Where you are an 'orphaned' (formerly, but no longer, advised) client of Intelligent Money we are paid from your SIPP/Pension annual charge.
IM LIFESTYLE
Initial: 1.5%
Annual: 1% - 0.9%
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PH PORTFOLIOS
Initial: 1.5%
Annual: 0.87% - 0.77%
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IM OPTIMUM
Initial: 1.5%
Annual: 0.87% - 0.77%
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IM INDEX
Initial: 1.5%
Annual: 0.57% - 0.47%
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ORPHANED
Initial: None
Annual: £80
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