We believe in complete clarity and disclosure of our fees – use the calculator below to see exactly what they are.
| Fee Type | Initial Fee | Annual Fee |
|---|---|---|
| LEXO | £0.00 | £0.00 |
| Transact Custodian Fees | £0.00 | £0.00 |
| Transact Wrapper Fee | £0.00 | £0.00 |
| Total Fees | £0.00 | £0.00 |
| Total Fees (%) | 0% | 0% |
The calculator is for illustrative purposes only, please refer to you personalised Key Features Illustration for an exact breakdown of fees and charges.
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 £30 billion (as at Dec 2017) 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.
Lexo is a trading name of Lexington Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority under reference number 440099.