AJ Bell Monthly Fees

Arthur494

I switched my stocks & shares ISA to AJ Bell last month, largely on the basis of what I read on MSE, noting especially (thank-you Benjamin Taylor) that their monthly fees are capped at £3.50.

They are not!

Fees on FUNDS are charged separately to those on shares and are NOT CAPPED.

Could this be made clear for other readers please?

Albermarle

It is the same issue with HL & Fidelity. They have a cap as well - it only applies to 'exchange traded products' and not OEIC funds.

You can not rely on what some random poster on the internet says. DYOR.

Ayr_Rage

Oops, didn't read all the terms.

Sam_666

https://forums.moneysavingexpert.com/discussion/6664832/aj-bell-monthly-fees

Why?
All info is clearly visible on AJ Bell website and most up to date.

eskbanker

https://forums.moneysavingexpert.com/discussion/comment/81969184#Comment_81969184

To be fair, I think OP is referring to the MSE S&S ISA article, which does indeed suggest a monthly fee cap for AJ Bell but not HL or Fidelity:

Having said that, it is indeed always emphasised both by MSE and forum posters that DYOR is important, especially reading providers' own terms rather than a summary on a third party website.

Albermarle

https://forums.moneysavingexpert.com/discussion/comment/81969292#Comment_81969292

Yes to be fair that MSE table is misleading.

masonic

https://www.moneysavingexpert.com/site/site-contacts/