Guides

Percentage vs Flat Fee Investment Platforms — Which Is Right for You?

The two main fee structures used by UK investment platforms explained. Find out which model suits your portfolio size and investing style.

Updated 15 April 2026 · 5 min read

Most UK investment platforms charge fees in one of two ways: a percentage of your portfolio, or a flat annual subscription. Understanding the difference is the single most important step in choosing the right platform.

Percentage fee platforms

Examples: Hargreaves Lansdown, AJ Bell, Vanguard, Fidelity

You pay a percentage of your portfolio each year. The more your portfolio grows, the more you pay.

Pros:

Cons:

Best for: Investors with portfolios under £30,000–50,000 (especially for funds).

Flat fee platforms

Examples: Interactive Investor, Freetrade

You pay a fixed monthly or annual fee regardless of portfolio size.

Pros:

Cons:

Best for: Investors with portfolios over £50,000.

Zero fee platforms

Examples: InvestEngine, Trading 212

No platform fee at all. These services make money through other means (currency conversion, premium features).

Pros:

Cons:

Best for: Investors happy with a passive ETF-only approach.

The maths

For a £50,000 portfolio investing in funds with monthly trades:

Platform Annual fee Notes
InvestEngine £0 ETFs only
Freetrade £71.88 Limited range
Interactive Investor £143.88 Broad range
Vanguard £75 Vanguard funds only
AJ Bell £125 Full range
Hargreaves Lansdown £225 Full range

Use our fee calculator to see the comparison for your specific portfolio and investment style.


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