Incentivised by your best
interests, not commissions.
At Vault, we recognize the prevalent issue of advisors being driven by fees rather than your best interests. To counter this, we've eliminated any entry and exit fees. Instead, we operate on a simple and transparent annual fee structure.
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Compare Benefits
Priority
$100K - $500K
Private
$500K - $5M
Family Office
$5M+
Annual Fee
0.7%
0.4%
Bespoke
Dedicated Wealth Advisor
Portfolio Live Reporting
Low FX Margins
Dedicated Senior Advisor
Private Investments
Outsourced CIO Services
Dedicated Financial Analysis
Tax Planning Support
Succession Planning Support
Fee Structure
Vault’s fee structure will be split into tiers.
Each tier of your investment is charged at a lower percentage as you go higher. This creates a blended rate, meaning your overall percentage fee decreases as your portfolio grows.
The more you invest, the less you pay in fees as a percentage of your total portfolio.
Each tier of your investment is charged at a lower percentage as you go higher. This creates a blended rate, meaning your overall percentage fee decreases as your portfolio grows.
The more you invest, the less you pay in fees as a percentage of your total portfolio.
Explore how much fees you would pay with Vault:
Investment Amount
Fee Percentage (Annual)
First $100,000
1.25%
Next $400,000
1.00%
Next $500,000
0.50%
Above $1,000,000
0.25%
Above $20,000,000
Free
Us vs the Banks
Our pricing structure is designed to align with your best interests, offering highly competitive and cost-effective solutions that maximize the value of your investments.
Banks
Entry Fee
0%
Up to 3%
Annual Fee
Up to 0.7%
Up to 2.0%
Switching Fee
0%
Up to 1.2%
Ongoing Portfolio Charges*
Up to 0.3%
Up to 1.7%
*Disclaimer: The ongoing portfolio charges mentioned on our website are sourced from the fund fact sheets of the investment products included in our diversified portfolios. These fees are charged by the fund managers and not by Vault Wealth Limited. Please note that these fees may be subject to change and may vary depending on the specific fund or portfolio.
Frequently Asked Questions
What are Vault's fees?
At Vault, we recognize the prevalent issue of advisors being driven by fees rather than your best interests. To counter this, we've eliminated any entry and exit fees. Instead, we operate on a simple and transparent annual fee structure.
Am I charged an Entry or Exit fee?
No. We only take an Annual Platform Fee on assets invested through our platform.
What is the minimum account holding with Vault?
Vault's account minimum is 100,000 USD or equivalent.