Robo-Advisor fees
For all Robo-Advisor customers, regardless of what plan you’re on, there’s an annual Robo-Advisor management fee of 0.75%.
This is assessed every month and calculated based on the average daily balance of the assets being managed. At the end of each month, the fee is deducted in the model portfolio currency from your Revolut Robo-Advisor investment account. No action is required from you.
Activities Robo-Advisor fee doesn’t apply to
- Opening or closing your Robo-Advisor account
- Withdrawals
- Trading or commission
- Custody services
- Account transfers
The only other fees you might be charged are the expense ratios, included in the exchange traded funds (ETFs), as well as the VAT on the management fee. Depending on your country of residence, portfolio management services may be subject to 21% VAT (as set in Lithuania).
Example of Robo-Advisor fee calculation
Revolut Securities Europe UAB charges €6.16, which consists of €1.07 VAT paid to local tax authorities and €5.09 paid to Revolut. Fee breakdown:
- The VAT included in the management fee of €6.16 would be €1.07
- The net amount is calculated as €6.16 / 121% = €5.09
- Therefore, the VAT amount totals €6.16 - €5.09 = €1.07
Do Swiss customers have access to investment services?
Investment services provided by Revolut Securities Europe UAB are not currently available to all Swiss Revolut customers. Availability depends on the Revolut entity you are registered to. To learn whether you have access to investment products and check your entity, read this FAQ.