Wealth and Asset Management
Evelyn sets £3.5k minimum annual fee for new smaller bespoke clients
Evelyn has set a minimum investment fee amounting to around £3,500 per year for new clients entering its bespoke investment service. A charge of £875 per quarter, plus VAT, will applied to new clients in its discretionary portfolio service (DPS) that sit below a £350,000 threshold. The fee is set…
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