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Fees

We believe in complete clarity and disclosure of our fees – use the calculator below to see exactly what they are.

Enter Investment Amount (£):
 
I will use a:
General Investment Account (GIA)
Transact ISA
Personal Pernsion Plan
 
 
 

Fee Type Initial Fee Annual Fee
LEXO £0.00 £0.00
Transact Custodian Fees £0.00 £0.00
Transaction Pension Wrapper Fee £0.00 £0.00
Total Fees £0.00 £0.00
Total Fees (%) 0% 0%

Lexo is ‘fee-only’ which means we receive no commission or rebates from anyone. We receive no incentive, monetary or otherwise, from anybody other than you, our investor.

This allows us to be free from the conflicts associated with ‘fee-based’ or commission-based transactions inherent in the industry.

The custodial firm we use is Transact, a market-leading specialist in this field, with over £20 billion (as at Dec 2016 ) under custodial arrangements in the UK.

All fees are automatically paid from your Lexo account.

There are no set-up or exit fees when you invest through us – our fees are aligned with your success. Couple that with the low costs of our funds and you’ll enjoy more of your money from day one.

 

With investment, your capital is at risk. The value of your portofio with Lexo can go down as well as up and you may get back less than you invest. It is important that you understand the risks. Lexo aims to provide information to help you make your own informed decision. It does not provide personal advice based on your circumstances. If you are unsure, please seek personal advice from Lexington Wealth.

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