Portfolios
Fees
Plan for your financial future with SCM Direct. We don’t just manage money, we build trusted, long-term relationships and co-invest alongside you.
Low-cost discretionary portfolios with complete transparency and no hidden fees.
SCM Direct was born out of the 2008 Global Financial Crisis and the Founders’ desire to improve investor outcomes, challenge complacent investment thinking, and respect clients by being honest, ethical, and transparent.
At SCM Direct, our Founders – Alan and Gina Miller – invest significant amounts of their own money across all SCM Direct’s Portfolios, on exactly the same terms and fees as clients.
We offer investors low-cost access to high-end wealth management without layers of inefficiencies, intermediaries, and hidden fees.
The principles that guide everything we do for our clients.
Everyone should have access to financial literacy and resources to become confident and achieve financial independence.
Honesty and clarity are at the core of what we do. We offer straightforward, jargon-free, reliable information.
To give people the security and freedom to care for their futures and make dreams a reality.
We’re committed to investments that are efficient, cost-effective, risk appropriate, and highly liquid.
All investments are held in your own name with SCM Direct making day-to-day investment decisions to maximise returns.
All client money is managed through discretionary portfolios, entirely constituted with carefully selected Exchange Traded Funds by our highly respected Investment Team.
Traditionally, wealth managers only provided discretionary portfolio services to high net worth, institutional and pension fund investors. Via SCM Direct, you have access to these services at a low cost.
Recognised for innovation and outstanding service
“It has been a real pleasure and has felt safe dealing with SCM over the years. It has really been the very first sustained period over the last 40 years that we have both felt that our funds are in very safe and expert hands.“
We have received an outstanding service from SCM Direct over the last decade. The financial performance of the assets they manage have consistently outperformed benchmarks; the online portal is secure yet easy to use; and staff have been readily responsive to our changing needs. I recommend SCM Direct without reservation.
“Joining SCM Direct is one of my better moves and quite honestly we are surprised at the results as well as the lack of stress.“
“I had a very good experience with Alan Miller and his team over a period of years. The strategy is extremely sound and volatility reduced. It is very useful tobe able to invest in Euros.“
Typical Total Annual Cost*
*See individual portfolios for latest estimates
Our typical 0.85% total annual cost includes everything – management fees, administration, custody, ETF charges, and trading costs. No nasty surprises. See individual portfolio factsheets for the latest fee estimates.
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