Our pricing
We keep our fees low so you can keep more of what you earn.
Start investingClear pricing. No surprises.
At FordelHoldings, we believe in a straightforward and transparent fee structure. Our management fees are only 0.2% to 0.8% annually.
New investor? Enjoy investing without fees!
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We'll waive fees on any amount up to $25,000 USD for 3 months on investment portfolios - valued at $50 USD.
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No limit to the number of portfolios, so you can try General Investing and other investment portfolios
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We'll apply the promotion automatically. Just sign up, deposit and you're good to go!
Investment Portfolios
For General Investing, Flexible Portfolios, Goal-based Investing, Income Portfolio, and Thematic Portfolios
| Total investment (USD) | Annual fee rate (incl. VAT) |
|---|---|
| First $25,000 | 0.8% |
| Any additional amount above $25,000, up to $50,000 | 0.7% |
| Any additional amount above $50,000, up to $100,000 | 0.6% |
| Any additional amount above $100,000, up to $250,000 | 0.5% |
| Any additional amount above $250,000, up to $500,000 | 0.4% |
| Any additional amount above $500,000, up to $1,000,000 | 0.3% |
| Any additional amount above $1,000,000 | 0.2% |
| Single ETF Flexible Portfolio (no minimum) | 0.3% |
The expense ratio charged by the ETF manager is approximately 0.2% p.a. and is embedded in your returns.
A currency conversion rate is applied. This rate remains the lowest in the market.
Rock-bottom FX Rates
We apply a currency conversion spread for USD based portfolios which includes the underlying fee of our FX vendor. This spread is the lowest you'll find, beating out banks, brokerages and digital fx providers.
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Frequently Asked Questions
We are committed to keeping our fees as low as possible. Our goal is to pass on savings to our clients as we grow and achieve greater economies of scale.
Fees are automatically deducted from your portfolio's cash balance. You don't need to make any manual payments.
Management fees are calculated daily and charged at the end of each month based on your daily average assets under management.
Yes, the underlying ETFs have their own expense ratios (typically 0.15% - 0.25%) which are charged by the fund managers and are embedded in the ETF's price.