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Investment Services Fees

We will help you grow your wealth with a tailored investment strategy that will achieve your long-term goals. Invest with confidence with NorthStar – expert investment management that is proven to deliver great results.

Investment Services Fees

At NorthStar, we are committed to providing clear and simple fees for all our services. When you invest with us, you will always know how much you will be charged and can be confident that you will be paying some of the most competitive rates around.

Our main investment services and fees are summarised below:
 
  

Starting an Investment 

To provide an ‘Investment Report’ with recommendations to start an investing, the fee is 1% of the amount to be invested (minimum fee £800). This is an implementation fee and is only payable should you wish to proceed with the advice given. An ‘Investment Report’ will provide information and advice on the most tax-efficient product(s), which investment provider to use, recommended contribution levels and your optimal investment strategy.
 
 

Investment/ISA Review

To provide an ‘Investment Review Report’ covering analysis and advice on whether to switch or consolidate your investments, the fee is 1% of the amount to be transferred (minimum fee £800). This is an implementation fee and is only payable should you wish to proceed with the advice given. An ‘Investment Review Report’ will provide a full analysis of your existing investment policies covering charges, performance and features, advice on whether to switch or consolidate your investments, recommended contribution levels and your optimal investment strategy.
 

Ongoing Investment Management

To provide ongoing investment management, advice and recommendations, fees are based on the type of investment product held and service required. Investments in the NorthStar portfolio range have an annual investment management fee of 0.9%. Investments in simple investment products with a limited fund range have an annual investment management fee of 0.6% and investments with any other provider have an annual investment management fee of 1%. A fee of 1% is payable on any ongoing regular contributions to your investments.
 

Dynamic Cash Management 

The Dynamic Cash Management service has an annual fee 0.25% (minimum fee £350). This provides a full cash management service targeting the highest possible interest at all times. The Dynamic Cash Management service is typically suitable for those with at least £50,000 available to deposit.
 

Other Investment Services

For any other investment services, we will quote a price on enquiry. We are always clear on what you will pay for our services before you commence.

NorthStar clients get more but pay less

Our clients enjoy better returns, better advice and a better level of service.
We deliver all this at a lower price than many of our competitors.
Find out more about our commitment to drive down fees and how we’re going about it.

Complete Flexibility 

Remember that you can start or stop our investment management services at any time. We never tie you into any form of contract with us – we just take a fee from your investments month-to-month for as long as you need our investment management services. Don’t worry if you are unsure which investment options would suit you best. You can discuss your requirements during your introductory phone call where a NorthStar financial planner can help you work out which investment service option is right for you. 
 
 
 

Find out More About Our Other Fees

Our commitment to clear, fair and transparent fees means you will always know how much you will pay before agreeing to any of our services. Find out more about our fees for other services: 
 

Protection services fees

Retirement services fees

Older age services fees

Financial planning fees

Business services fees


 
The value of investments and the income from them can fluctuate and investors may not get back the full amount invested. Past performance is not necessarily a guide to future performance. Please contact us for more information on our range of investment portfolios.

Our commitment on fees

At NorthStar, we’re committed to providing clear and simple fees for all our services.
We believe in total transparency so you’ll always know what you will pay.
No hidden charges, no additional fees, no nasty surprises – that’s a promise.

Relax, your investments are all in hand

Track all your investments whenever and wherever you like. See your complete financial picture 24/7 on any device.

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Need more info?

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Awards, Accreditations & Trade Associations

NorthStar is proud to be members of the leading financial planning trade associations. Through a continued commitment to work to the highest professional standards and deliver real value to all clients, our work has been recognised with a number of awards and professional accreditations.

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We offset our carbon footprint via Ecologi

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CISI
Toprated
Unbiased badge


We offset our carbon footprint via Ecologi

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