RBC Brewin Dolphin fees and charges

As a client of RBC Brewin Dolphin, you can expect a personal, tailored service that is regularly reviewed and flexible enough to help keep you on course to achieve your financial goals.

This individual approach is reflected in our fees, which are based on a percentage of the assets you invest with us.

How we structure fees and charges

The fees and charges you pay consist of up to five of the following elements:

• RBC Brewin Dolphin financial planning fees
• RBC Brewin Dolphin investment management fees
• External fund and product charges
• Transaction charges
• Taxes (VAT, stamp duty, PTM Levy)

What will you pay?

Your fees depend on the service you use, whether financial planning, investment management, or integrated wealth management. Some of our service charges are tiered, so investing more with us could lower your overall fee rate. Additional costs for third-party funds and products may apply.

Further information

Once we understand your circumstances, we will explain our fees in more detail. Initial conversations are complimentary, and fees only apply if you choose to work with us.

You can also download the following documents:

Our services and charges

Interest rate notifications