What are the fees for holding my investments with HL?
There is a 0.45% annual management charge for holding shares, ETFs, investment trusts, and bonds within the ISA (capped at £45 p.a.) and SIPP (capped at £200 p.a.). There is no charge to hold these investments within the HL Fund & Share Account.
Our charge to hold funds is tiered within bands and will be 0.45% per annum on the first £250,000 of funds within each HL account, 0.25% per annum on the value of funds between £250,000 and £1m, 0.1% per annum on the value of funds between £1m and £2m, and no charge on the value of funds over £2m.