Starter portfolio

£10,000 starter ISA fees

A scenario for a first UK Stocks & Shares ISA: £10,000 invested in funds with £100 added every month.

Scenario page No advice, fees only Last checked

Assumptions

What this page models

  • £10,000 current balance in funds
  • £100 monthly contribution, so 12 fund trades are modelled
  • No US-stock FX assumption

At smaller balances, percentage platform fees are small in pounds: 0.15% of £10,000 is £15 a year. Flat subscriptions work the other way round and can cost more than the percentage platforms charge at this size, which is why the flat-fee platforms that dominate the £100,000 scenario sit further down this list.

Minimum fees matter at this size too. Dodl applies a £1 per month minimum and Vanguard charges £4 per month below £32,000, so the effective percentage can be higher than the headline rate. The model includes platform, online dealing, and FX fees where relevant, and excludes fund ongoing charges, bid-offer spreads, stamp duty where applicable, and any market movement.

Educational fee comparison only. This is not financial advice, tax advice, or a recommendation to use any provider. Fees, eligibility, investment access, and promotions change; verify the current provider fee schedule before opening or transferring an ISA.

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Calculator-backed ranking

Estimated annual costs

Dodl Investment ISA is currently the lowest-cost exact match in this model at £15.00 per year, before fund ongoing charges, market spreads, stamp duty, and any provider-specific extras.

1. Dodl

Investment ISA

Not flexible · Funds, shares and ETFs

Estimated annual cost£15.00
Platform£15.00Trading£0.00FX£0.00

2. Barclays Smart Investor

Investment ISA

Flexible ISA · Funds, shares and ETFs

Estimated annual cost£25.00
Platform£25.00Trading£0.00FX£0.00

3. AJ Bell

Stocks and Shares ISA

Not flexible · Funds, shares and ETFs

Estimated annual cost£43.00
Platform£25.00Trading£18.00FX£0.00

4. Vanguard

Self-managed ISA

Flexible ISA · Funds and ETFs, no individual shares

Estimated annual cost£48.00
Platform£48.00Trading£0.00FX£0.00

5. Moneybox

Stocks and Shares ISA

Not flexible · Funds, shares and ETFs

Estimated annual cost£57.00
Platform£57.00Trading£0.00FX£0.00