Do you need your money to work harder for your Retirement?, Future?, Children?, Lifestyle?

 

Lexo’s Fees

We bridge the gap with simplicity, discipline and execution when the investor doesn’t want to travel the do-it-yourself path or be sold ‘the next best fund’. This is done through the statistically efficient, risk-calibrated portfolios of Lexo.

Competitive ‘Fee-Only’ Investment Fees

We are ‘fee-only’ which means we receive no commission or rebates from anyone.  There are no initial fees (other than a custodian buy fee of 0.05%) or exit fees when you buy an investment through us – Lexo’s fees are aligned with your success.

We receive no incentive, monetary or otherwise from anybody other than you our investor.

Smaller Fees

LEXO’s fee structure ranges from a maximum of 50 basis points (0.5%) a year down to 20 basis points (0.2%) —depending on the size of the account. (We currently accept only accounts with at least £25,000.)

Below is a breakdown of the annual fees based on the value of the assets:

Our asset management fee

Our business model is “fee only”. This allows us to be free from the conflicts associated with “fee based” or commission based transactions inherent in the industry. Meaning the fee table above is the only way we are paid.

Pension switch advice fee

If you decide you would like to switch a personal pension (including Stakeholder pension) to one of our Lexo portfolios, we would arrange this on an advised basis.

Separate from the product fee, we charge £499 for the first pension and then £199 for each subsequent pension switched at the same time.  This is paid by cheque or bank transfer when you send the application forms to Lexo. Our advice fee is payable whether or not you decide to transfer, and is not refundable.

 

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.

© 2017 LEXO.CO.UK All rights reserved Disclosure Terms and conditions Privacy Policy Complaints Procedure Sitemap