Services
At Five Horizons, clients only pay for what they need. We have three levels of service to suit your needs, with access to our outstanding portfolios.
Model
Great portfolios, great price. Choose your portfolio based on risk and objective. We’ll do the rest.
Model Premium
A dedicated investment manager as your point of contact, with an initial meeting and personalised annual reviews.
Bespoke
Less straightforward circumstances, specific investment needs, or tax management requirements? Don’t worry, our bespoke service has you covered.
Model
Model Premium
Bespoke
Annual Management Fee
0.2%
0.4%
0.6%
VAT
no
no
yes
Tiered Fee On Larger Accounts
yes
yes
yes
Minimum Portfolio Size
£250,000
£300,000
Availability
Five Horizons Platform
Third Party Platforms
Online Portal
Quarterly Factsheets
Investment Insights
Dedicated Investment Manager
Initial Meeting With Manager
Annual Review
Investment Proposal
Tax Managed Portfolios
Individual Investment Requirements
Model
Great portfolios, great price. Choose your portfolio based on risk and objective. We’ll do the rest.
Model Premium
A dedicated investment manager as your point of contact, with an initial meeting and personalised annual reviews.
Bespoke
Less straightforward circumstances, specific investment needs, or tax management requirements? Don’t worry, our bespoke service has you covered.
Model Fees
Annual Management Fee
0.2%
VAT
no
Tiered Fee On Larger Accounts
yes
Minimum Portfolio Size
Availability
Five Horizons Platform
Third Party Platforms
Online Portal
Quarterly Factsheets
Investment Insights
Dedicated Investment Manager
Initial Meeting With Manager
Annual Review
Investment Proposal
Tax Managed Portfolios
Individual Investment Requirements
Model Premium Fees
Annual Management Fee
0.4%
VAT
no
Tiered Fee On Larger Accounts
yes
Minimum Portfolio Size
£250,000
Availability
Five Horizons Platform
Third Party Platforms
Online Portal
Quarterly Factsheets
Investment Insights
Dedicated Investment Manager
Initial Meeting With Manager
Annual Review
Investment Proposal
Tax Managed Portfolios
Individual Investment Requirements
Bespoke Fees
Annual Management Fee
0.6%
VAT
yes
Tiered Fee On Larger Accounts
yes
Minimum Portfolio Size
£300,000
Availability
Five Horizons Platform
Third Party Platforms
Online Portal
Quarterly Factsheets
Investment Insights
Dedicated Investment Manager
Initial Meeting With Manager
Annual Review
Investment Proposal
Tax Managed Portfolios
Individual Investment Requirements
Let’s Talk
Naturally it's free and without obligation. Call, or send us a message today, and let's get to know each other a little.
Contact us