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All-In Endowus Fee

At Endowus, we don’t do commissions, ever. There is no upfront subscription fees, no sales commissions, no platform or wrap fees typically charged by other distributors.

Instead, we charge an all-in Endowus Fee for our services, granting you access to 200+ funds from world class fund managers, and personalized advice, through our hybrid model combining digital convenience with expert advisors. This Endowus Fee is a per annum fee based on the value of assets you hold with Endowus, also known as Assets Under Advice (AUA).

Grow your wealth with 0% commission charges and 100% Cashback on trailer fees.
No upfront sales fee
and transaction fee
Access to low-cost
institutional share class funds
100% Cashback on trailer fee
No lock-ups

Flagship



Discretionary Portfolio Management

0.25% to 0.60%

Show pricing tiers

Cash Management

Cash/Money Market Funds

0.10%

Fee charges in HKD

Fund Smart

For model portfolios, DIY portfolios & single funds


General Strategies for mid to long-term goals

Fixed income, Equity,
Multi-Assets & Others

0.25% to 0.60%

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Short-term Cash Management

Cash/Money Market Funds

0.10%

Fee charges in HKD

Alternatives

Professional Investors* only


Alternatives

Private Markets & Hedge Funds

0.40% to 0.60%

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Fee charges in USD
ο€Œ
No upfront sales fee and transaction fee
ο€Œ
No lock-ups
ACCESS FEE PER YEAR
BASED ON ASSETS UNDER ADVICE (AUA), INCLUSIVE OF GST.
EXCLUDES NET FUND-LEVEL FEES FROM 0.10%
VIEW FAQS on FEES
0.40%flat fee for any amount
Tiered. Not stacked
0.60%Up to S$200,000
0.50%S$200,001 to S$1,000,000
0.35%S$1,000,001 to S$5,000,000
0.25%S$5,000,001 and above
0.05%flat fee for any amount

Includes

  • ο€Œ
    Account creation
  • ο€Œ
    Holistic advice
  • ο€Œ
    Portfolio creation
  • ο€Œ
    Intelligent rebalancing
  • ο€Œ
    Brokerage

Our promise

  • ο€Œ
    100% trailer fee rebates
  • ο€Œ
    No sales charges
  • ο€Œ
    No distribution commissions
  • ο€Œ
    No transaction fees
  • ο€Œ
    No hidden charges

One simple all-in Access Fee

ACCESS FEE PER YEAR
BASED ON ASSETS UNDER ADVICE (AUA), INCLUSIVE OF GST.
EXCLUDES NET FUND-LEVEL FEES FROM 0.10%
VIEW FAQS on FEES
0.40%flat fee for any amount
Tiered. Not stacked
0.60%Up to S$200,000
0.50%S$200,001 to S$1,000,000
0.35%S$1,000,001 to S$5,000,000
0.25%S$5,000,001 and above
0.05%flat fee for any amount

Includes

  • ο€Œ
    Account creation
  • ο€Œ
    Holistic advice
  • ο€Œ
    Portfolio creation
  • ο€Œ
    Intelligent rebalancing
  • ο€Œ
    Brokerage

Our promise

  • ο€Œ
    100% trailer fee rebates
  • ο€Œ
    No sales charges
  • ο€Œ
    No distribution commissions
  • ο€Œ
    No transaction fees
  • ο€Œ
    No hidden charges

Fees are important to your returns - keep them low.

When you look at the math, a difference of just 1% in fees is equivalent to over 240% of lost returns after 30 years.

Endowus fees are a third of the industry average, so you keep much, much more of your returns.

The effect of fees, illustrated

Move the sliders to see the effect of costs on returns, and how your wealth can grow over time

An evil worth fighting: trailer fees

The industry is incentivised to work against us

Many financial advisers, brokers, private banks, and platforms are paid by product providers, such as asset managers, to sell you their products. For example, if you pay 2% in management fee for a fund, it is likely that over 50% of that fee is being given to the person or firm that sold you the product to begin with, in the form of a trailer fee. This is on top of a sales charge that they are entitled to. As a salesperson, you would be incentivised to sell products that have higher trailer fees and can command higher sales charges.

We think this is wrong

It creates misaligned incentives to sell higher cost products, and churn your positions in order to collect sales charges. Our preference is to never collect a trailer fee.

So we fixed the issue, rebating what we do not deserve

In the case that there is a trailer fee from an asset manager, we will give it all back to you as 100% Cashback. This means you keep more of the returns you deserve, and we remain independent to recommend the products that best suit you.

Sign up and start investing now

FAQ

How is the Endowus Fee calculated?
How is the Endowus Fee charged?
What are fund-level fees charged by the Fund Managers?
How does Endowus keep fund-level fees low?
View more FAQs