Small fees. Big difference.

Compare a typical percentage-based adviser fee with Blincoe’s fixed fees. Illustrative projection over 20 years. Returns reinvested. Fees charged annually. Blincoe fee tier updates as the portfolio value changes over time.

Your inputs

£500,000
Choose a starting portfolio size. The model then applies returns and fees each year.
0.8%
Enter your current investment advice fee. (The UK average is 0.79%).
4%
This is an assumption, not a forecast.

Results (20 years)

Final value with percentage fees
Final value with Blincoe fixed fees
You could be better off by
Total fees paid: percentage
Total fees paid: Blincoe
Average Blincoe fee tier over 20 years

Disclaimer: This calculator is for illustrative and educational purposes only and does not constitute financial advice. The return assumption is not guaranteed and actual outcomes may be materially different. Blincoe fixed fee tiers used in the model: Under £750k: £2,400, £750k to £1m: £3,600, £1m to £1.5m: £4,800, over £1.5m: £6,000. Actual fees may vary, and are based on complexity factors not just portfolio size. This model applies returns annually and then deducts annual fees. It excludes tax, platform charges, fund costs, contributions and withdrawals.

Projected portfolio value over time

Annual fees deducted (by year)