ETFmatic can manage all your investment goals for 0.48% of your Assets under Management (our fees) plus the ETF issuer costs (fees of the Funds you invest in). The total ETF issuer fees of your portfolio (also known as Total Expense Ratio) will depend on the asset allocation (weights) you have selected. The average TER of ETFs in our Portfolios is 0.12%.
We like to compare ourselves against underperforming active funds, overpriced closet-trackers and brokers/banks that charge endless commissions, both because they control 95%+ of the industry and because we believe our advantages are obvious to anyone who does enough research.
Yet, our benchmark are other robo-advisors and digital wealth management solutions. Here is a summary of their offerings in case you want to shop around. We are obviously not endorsing their services, but transparency on your alternatives motivates us to improve ETFmatic every week.
| Fees | Options | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Company | Amount | Total % p.a | Management | Other | Avg issuer fees | Currencies | Countries | Minimum | |
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- | 0.60 | 0.48 | - | 0.12 | EUR | GBP | USD | 32 European countries. | 100 | |
| Child account | 0.12 | 0 | - | ||||||
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<100,000 | 0.94 | 0.75 | - | 0.19 | GBP | the United Kingdom | 500 per pot min 100 per month <5000, 5000 for pensions. | |
| >100,000 | 0.54 | 0.35 | - | ||||||
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>10,000 | 1.0 | 0.75 | - | 0.25 | EUR | GBP | Germany, Switzerland, the United Kingdom | 10,000 | |
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<20,000 | 1.0 | 0.7 | - | 0.3 | EUR | GBP | Italy, the United Kingdom | 1 | |
| 20,000 - 100,000 | 0.9 | 0.6 | - | ||||||
| 100,000 - 500,000 | 0.8 | 0.5 | - | ||||||
| > 500,000 | 0.7 | 0.4 | - | ||||||
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>1,000 | ? | 0.75 | initial 0.25 | 0.18 | GBP | the United Kingdom | 1,000 | |
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<15,000 | 0.89 | 0.7 | - | 0.19 | GBP | the United Kingdom | 1 | |
| 15,000 - 50,000 | 0.79 | 0.6 | - | ||||||
| > 50,000 | 0.69 | 0.5 | - | ||||||
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<100,000 | 1.05-2.0 | 0.25 | - | 0.80 - 1.75 | GBP | the United Kingdom | 15,000 | |
| 100,000 - 250,000 | 0.95-1.90 | 0.15 | - | ||||||
| >250,000 | 0.90-1.85 | 0.1 | - | ||||||