Our fair fees

Our fair fees

It’s never nice to pay for something that doesn’t work. That’s why we at MVAM don’t charge for any investment advice. We have low running fees that only get to industry average levels when we achieve serious investment returns for you. Our unique fee structures are thought through to be fair to you and fair to us.

What you need to know:

  • Our advice is free
  • There are no entry or exit fees
  • The fees for our portfolios are:
Product: Management Fee inc VAT, per annum Performance Fee inc VAT *
Bespoke 1% FUM first £75,000
0.75% FUM for the remainder
15% of returns FUM (net of mgmt. fee) over 5% gain per year
Inheritance Tax Portfolio 1.25% FUM No Performance fee
Make the World Better Portfolio 1.25% FUM No Performance fee
Premium Bond Portfolio 1% FUM No Performance fee
Premium Dividend Portfolio 1.25% FUM No Performance fee
Premium Strategic Portfolio 1% FUM No Performance fee
Yorkshire T20 Portfolio 1.25% FUM No Performance fee
  • We charge 0.3% on each deal, plus a £10 administration fee
  • All fees include VAT where applicable, so no hidden extras

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