Last reviewed and updated on 11th December 2023
We’re committed to keeping costs low and transparent so you can build long-term wealth
This is a simple guide to how we charge for our services so our customers can easily calculate exactly what they’re likely to pay. We know that fees and charges are an important part of financial decisions. Sidekick’s pricing has been created with reference to the wider market and developed with fairness, simplicity and transparency at the core. Let us know if you have any questions.
For non-Founding Members, we charge a monthly Membership fee to cover access to our wider app features, including investment content and concierge.
Management Fees - Flagship
This the cost you pay to Sidekick, for an active team of investment managers (your Sidekicks), who are working tirelessly to find and invest in the best opportunities on your behalf.
Trading & Product Fees
What we don't charge for
What we pass through
Government & Ancillary Fees
Our ultimate aim is to keep fees to a minimum for our customers. Sometimes, this not within our control and they are charged by other parties (such as the UK Government).
Government fees and Taxes
These pass-through fees are subject to change and will be adjusted according to modifications by the Regulatory Authority.
Ancillary fees charged by our custodians
Certain client requests may result in ancillary fees (e.g., transferring portfolios, paper statements, etc). Below is the full fee schedule for these uncommon ancillary fees.
Fees & Charges example
Customer A (not a Founding Member)
Invests £50,000 into Flagship at the start of the year and does not deposit or withdraw any of the investment.
Using an indicative average annual investment return of 5%. The example is illustrative only, the exact AUM will vary depending on individual circumstances.
Sidekick Money Ltd is a company registered in England and Wales (No. 13882980). Sidekick Money Ltd is authorised and regulated by the Financial Conduct Authority (FRN 984829). Our address is Rivington House, 82 Great Eastern Street, London EC2A 3JF.
Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199)
Sidekick Money Ltd also provides investment management and lending services. These are separate and unrelated to the account and payment services you receive from The Currency Cloud Limited.