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What fees do I need to pay for Robo-Advisor?

For all EEA customers, regardless of what plan you’re on, an annual Robo-Advisor management fee of 0.75% is charged. This is assessed every month and calculated based on the average daily balance of 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.

Here's an example of the calculation of an investment account’s management fee:

An account with an average balance of €10,000 per month will have a management fee of €6.16 per month. Assuming there are 30 days in the month and 365 days in the year, the fee is as follows:

€10,000 *0.0075 * (30/365) = €6.16.

The only other fees you might be charged are the expense ratios included in exchange traded funds (ETFs).

You won’t be charged a fee for the following:

  • 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, which is already included in the 0.75% mentioned above.