Schroders Personal Wealth to charge 175bps for initial advice

Pedro Gonçalves
clock • 1 min read

Schroders Personal Wealth has published its advice fees and it will charge clients 175bps for initial advice on pots up to £1m and 65bps for ongoing advice. The recently-launched advice venture between Lloyds and Schroders will charge clients 175bps for initial advice on pots up to £1m. A fee of £750 for a financial report will be required if the client does not proceed with the adviser's recommendation. The Schroders Personal Wealth website shows ongoing advice is 0.65% for a client's ...

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