abrdn Wrap Tiered (Adviser <£20m)
abrdn Wrap is a sophisticated and highly rated wealth management platform solution. It offers enhanced data and tools to help advisers build tailored investment propositions for their business and clients and deliver good client outcomes.
The charging structure is tiered, which means a client pays a different % platform charge for different levels of assets on the platform. An ongoing product administration charge is applied to the SIPP, unless the client has more than £75m on the platform where this is waived.
abrdn offers an innovative drawdown price lock, ensuring the SIPP percentage platform charge will not increase as clients take money out of their pension. More information on the key abrdn Wrap features and charges can be found below.
Available products & wrappers
General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior Pensions & SIPPs | Other |
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Available investments
UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
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Table of charges
Platform charges | Product charges | Other charges | |
---|---|---|---|
Platform charge (£0-£249,999.99) | 0.35% | ||
Platform charge (£250,000-£749,999.99) | 0.25% | ||
Platform charge (£750,000-£999,999.99) | 0.15% | ||
Platform charge (£1,000,000+) | 0.1% | ||
SIPP product fee | 0.05% | ||
Onshore/ Offshore bonds product fee | 0.15% | ||
Exchange-traded dealing (up to £25,000) | £10 / trade | ||
Exchange-traded dealing (if between £25,000-£100,000) | £25 / trade | ||
Exchange-traded dealing (if greater than £100,000) | 0.025% |