Provider fees
Nutmeg (JP Morgan) fees on a £500,000 pot
Product record reviewed: 2026-04-29 · Fee schedule checked: 2026-09-11 · Source
Annual representative charge
£2,150/yr
0.43% effective rate on a £500,000 pot · Percentage (varies by portfolio type)
Excludes fund charges. Managed Investment Styles use 0.75% on the first £100,000 and 0.35% on the excess. Fixed Allocation uses 0.45% and 0.25% and is calculated separately. Fund costs and spreads are additional. The legal schedule charges £20 per line of stock for an agreed in-specie transfer; financial planning/advice services have separate fees.
Selected provider charges on a £500,000 pot (15 of 15)
AegonExcludes fund charges
£1,215/yr(0.24%)
AJ BellExcludes fund charges
£875/yr(0.18%)
AvivaExcludes fund charges
£1,750/yr(0.35%)
FidelityExcludes fund charges
£1,000/yr(0.20%)
HLExcludes fund charges
£1,500/yr(0.30%)
iiExcludes fund charges
£180/yr(0.04%)
InvestEngineExcludes fund charges
£0/yr(0.00%)
L&GExcludes fund charges
£1,250/yr(0.25%)
NESTIncludes fund management; other costs may apply
£1,500/yr(0.30%)
NutmegExcludes fund charges
£2,150/yr(0.43%)
PensionBeeIncludes fund management; other costs may apply
£1,500/yr(0.30%)
Royal LondonIncludes fund management; other costs may apply
£2,000/yr(0.40%)
Sc. WidowsExcludes fund charges
£198/yr(0.04%)
Std LifeIncludes fund management; other costs may apply
£2,750/yr(0.55%)
VanguardExcludes fund charges
£375/yr(0.07%)
Listed alphabetically. Figures rounded to the nearest pound on a £500,000pot. Some entries are platform/admin fees only; Royal London's Governed Range AMC includes Royal London fund management. Fund charges, adviser charges, dealing charges and product restrictions can differ by provider, so the rows are not always like-for-like.
This page shows a one-year charge example. A long-term projection needs the full fee structure, including any minimums, caps, fund costs and contributions.
Explore a separate fixed-percentage fee illustrationThat tool uses editable hypothetical rates; it does not forecast this provider’s charges.
This provider comparison is general information based on published charge schedules, not financial advice or a personal recommendation. The displayed annual provider/platform fee should be checked against the provider's current terms before acting.