Costs with Scalable Wealth
Carefree investing with personal customer support - at low fees
Investing involves risk.
The costs at a glance
Let us manage your assets. Transparent and inexpensive.
Calculate your costs
Portfolio value
€20Total costs per year
Administration & trading
ETF costs (TER)
Total
When calculating the total annual costs, the individual fee levels are taken into account.
Status of product costs: December 2024
Breakdown of costs by investment amount
For investment amounts above €100,000 or €500,000, there are fewer asset management fees.
Investment amount | Asset Management | Trading | Subtotal | ETF costs** | Total costs |
|---|---|---|---|---|---|
Until €100,000 | 0.375% | 0.375% | 0.75% | 0.12% | 0.87% |
Between €100,000 and €500,000 | 0.345% | 0.345% | 0.69% | 0.12% | 0.81% |
More than €500,000 | 0.245% | 0.245% | 0.49% | 0.12% | 0.61% |
** From 0.12% for World Portfolio Classic. Other investment strategies differ. Status: December 2024
Calculation example
Fees for a € 150,000 portfolio
Wealth management fee
For the first € 100,000: 0.375% | For amounts over € 100,000: 0.345% | Total Wealth management fee |
|---|---|---|
€100,000 * 0.375% = €375.00 | €50,000 * 0.345% = €172.50 | €375.00 + €172.50 = €547.50 |
Trading fees and average product costs*
Trading fees | ETF costs** | ||
|---|---|---|---|
For the first €100,000: 0.375% | For amounts above €100,000: 0.345% | Total | |
€100,000 * 0.375% = €375.00 | €50,000 * 0.345% = €172.50 | €375.00 + €172.50 = €547.50 | €150,000 * 0.12% = €180 |
** From 0.12% for World Portfolio Classic. Other investment strategies differ. Status: December 2024
Total costs
Wealth management fee | Trading fee | ETF costs | Total costs |
|---|---|---|---|
€547.50 | €517.50 | €180 | €1,245 |
A fee structure without fine print
All inclusive:
- Full wealth management
- All securities transactions
- Account Management
- Account Custody
- Comprehensive customer service
We don't take any:
- kickbacks or refunds
- issuance premiums and other commissions
- deposit facility or closing fees
- Performance fees
- charges for deposits or withdrawals
Fee conditions
As part of the fee reduction, Scalable Capital GmbH is reducing the fee for asset management by 0.06 percentage points p.a. (for client assets exceeding EUR 100,000) and by 0.26 percentage points p.a. (for client assets exceeding EUR 500,000) until further notice. Scalable Capital GmbH reserves the right to change or discontinue the fee reduction at any time.
For the avoidance of doubt, the fee for asset management is determined on a sliding scale depending on the client's assets in the respective volume bands. The fee for the next higher volume band only applies to the part of the client's assets falling within this volume band.