Quilter financial advice fees
Quilter's initial advice fee ranges from 0.25% to 3% of the sum invested, and Quilter says clients typically pay 1.5% to 2%. Its ongoing advice fee is 0.6% to 1% a year. On £250,000 that is typically £3,750 to £5,000 up front and £1,500 to £2,500 a year. The Quilter platform charges 0.35% a year on the first £50,000, falling to 0.15% above £750,000, and its WealthSelect portfolios add a 0.15% management charge and their fund charges.
Figures checked 31 October 2026.
Quilter advice fees
| Charge | Published by Quilter |
|---|---|
| Initial advice | 0.25% to 3% of the sum invested; typically 1.5% to 2% |
| Ongoing advice | 0.6% to 1% a year of the sum invested |
| Fixed fee | Used in some circumstances, with fees, scope of work and output agreed up front |
From Quilter's advice costs page on 31 October 2026. The page does not state VAT.
Quilter platform charge
| Total invested on the platform | Charge a year |
|---|---|
| First £50,000 | 0.35% |
| £50,000 to £250,000 | 0.25% |
| £250,000 to £750,000 | 0.20% |
| Above £750,000 | 0.15% |
Based on the value of everything held on the Quilter platform. The page was last reviewed in July 2024.
WealthSelect portfolios
| Portfolio | Management charge a year | Weighted fund charge a year |
|---|---|---|
| WealthSelect Managed Blend 4 | 0.15% | 0.45% |
| WealthSelect Managed Active 10 | 0.15% | 0.63% |
From Quilter's factsheets, data as at 30 September 2026. Both are added to the platform charge.
Quilter advice fees in pounds
| Amount invested | Initial at 1.5% to 2% | Ongoing at 0.6% to 1% a year | Ten years of ongoing at the same value |
|---|---|---|---|
| £100,000 | £1,500 to £2,000 | £600 to £1,000 | £6,000 to £10,000 |
| £250,000 | £3,750 to £5,000 | £1,500 to £2,500 | £15,000 to £25,000 |
| £500,000 | £7,500 to £10,000 | £3,000 to £5,000 | £30,000 to £50,000 |
Advice fees only. Platform, portfolio and fund charges come on top, and every percentage charge moves with the value of the investments.
Common questions
When do you pay Quilter for advice?
Quilter's advice costs page states that you pay nothing until you have agreed the next steps with your financial planner.
Does Quilter charge a fixed fee?
Quilter states that in some circumstances it charges a fixed fee, with the fee, scope of work and output agreed up front. It publishes no fixed-fee amounts.
Is the ongoing advice fee compulsory?
Quilter's page states that you are not obliged to pay for an ongoing service unless you and your adviser agree it offers fair value.
How does Buzz charge?
Buzz charges fixed fees in pounds: a £1,500 Financial Plan that models every year to age 100 with UK tax applied, and ongoing planning at £49 a month, whatever you hold. Buzz does not manage investments or give regulated advice; if you want a recommendation, it can introduce you to Buzz Financial Services, a separate FCA-regulated firm, or you can choose any adviser on the FCA register.