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The ISA Fee Crossover Point — Why Portfolio Size Changes Everything

The cheapest ISA platform depends on how much you're investing. This guide explains the crossover concept and how to find your optimal platform.

Updated 15 April 2026 · 4 min read

The most common mistake UK investors make is assuming one platform is “cheapest.” In reality, the cheapest platform depends almost entirely on the size of your portfolio.

Two fee models

Most UK investment platforms use one of two approaches:

Percentage fee: You pay a percentage of your portfolio annually. If you have £10,000 invested and pay 0.45%, that’s £45/year. If your portfolio grows to £100,000, you pay £450/year — ten times more for roughly the same service.

Flat fee: You pay a fixed monthly or annual subscription. Interactive Investor charges £11.99/month (£143.88/year) regardless of whether you have £20,000 or £2,000,000 invested.

The crossover

These two models intersect at a “crossover point.”

For HL vs ii (the most common comparison), the crossover for a funds ISA is around £50,000:

At £100,000 with HL, you’re paying approximately £450/year. With ii, it’s still £143.88/year — a saving of over £300/year.

It gets more complex

The crossover isn’t a single number. It shifts based on:

Use our fee calculator to find the exact crossover for your specific situation.

Key crossover points (funds ISA, monthly trading)

Comparison Crossover
HL vs Interactive Investor ~£50,000
HL vs Vanguard ~£83,000
AJ Bell vs Interactive Investor ~£58,000

These are approximate and assume monthly trading. Use the calculator for exact figures.


Fee estimates based on published rates as of April 2026. Always verify current fees directly with your provider.