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Nutmeg (now J.P. Morgan Personal Investing) pricing: every plan and what it includes

Nutmeg (now J.P. Morgan Personal Investing) costs 0.75% a year per aum. This page lists every tier, what each one includes, and the things the price does not cover.

Information, not financial advice. Prices and terms change; check the source before you buy.

What Nutmeg (now J.P. Morgan Personal Investing) costs

Nutmeg (now J.P. Morgan Personal Investing) charges 0.75% a year per aum, rising to £900 to £1,350 per one-off on the top tier. There is no free plan below that. Verified 21 July 2026.

The plans, side by side

Nutmeg (now J.P. Morgan Personal Investing) plans, with what each plan includes and excludes.
Managed styles, first £100,000Price0.75% a yearper year, charged on the balance you holdIncluded
  • Fully Managed, Socially Responsible, Thematic, Income and Smart Alpha styles
  • Inclusive of VAT
  • No set-up, exit or trading charges
Not included
  • Underlying fund provider charges
  • Market spread
  • Financial planning and advice
Managed styles, above £100,000Price0.35% a yearper year, charged on the balance you holdIncluded
  • Applies to the portion above £100,000
  • Amounts across managed styles are combined for the calculation
Not included
  • Underlying fund provider charges
  • Market spread
Fixed Allocation, first £100,000Price0.45% a yearper year, charged on the balance you holdIncluded
  • Fixed Allocation style, priced separately from managed styles
  • Inclusive of VAT
Not included
  • Underlying fund provider charges
  • Market spread
Fixed Allocation, above £100,000Price0.25% a yearper year, charged on the balance you holdIncluded
  • Applies to the portion above £100,000
Not included
  • Underlying fund provider charges
  • Market spread
Financial planning and advicePrice£900 to £1,350one-off paymentIncluded
  • Core advice at £900 including VAT
  • Enhanced advice at £1,350 including VAT
  • Advice review at £450 including VAT
Not included
  • Ongoing planning between reviews
  • Free tier: no.

Prices taken from Nutmeg (now J.P. Morgan Personal Investing)’s own pricing page(opens in a new tab), checked 21 July 2026.

What Delphina costs

Priced in pounds, billed monthly, cancel whenever. No percentage of your pot.

Free
£0per month
Wealth Builder
£9.99per month
Investor
£19.99per month

Full Delphina pricing (https://delphina.money/pricing)

Which plan you would actually be on

  • Managed styles, first £100,000 at 0.75% a year per aum is the tier that covers fully managed, socially responsible, thematic, income and smart alpha styles.
  • Managed styles, above £100,000 at 0.35% a year per aum is the tier that covers applies to the portion above £100,000.
  • Fixed Allocation, first £100,000 at 0.45% a year per aum is the tier that covers fixed allocation style, priced separately from managed styles.
  • Fixed Allocation, above £100,000 at 0.25% a year per aum is the tier that covers applies to the portion above £100,000.
  • Financial planning and advice at £900 to £1,350 per one-off is the tier that covers core advice at £900 including vat.

Nutmeg (now J.P. Morgan Personal Investing) suits people who want a managed portfolio run for them and are happy to pay a percentage for it, so that is the lens to pick a tier through.

What the price does not cover

  • Underlying fund provider charges
  • Market spread
  • Financial planning and advice
  • Underlying fund provider charges
  • Market spread

Feature by feature

This page is about price. For the feature-by-feature comparison, see Delphina vs Nutmeg (now J.P. Morgan Personal Investing).

Where Delphina fits

Delphina's Free plan is £0 with no time limit and no card. Wealth Builder is £9.99 a month, Investor £19.99, both billed in pounds.

This is an investment manager and Delphina is not, which is the honest starting point. If you want somebody to run a portfolio for you, J.P. Morgan Personal Investing does that and Delphina does not. What it will not tell you is whether the portfolio, your workplace pension, your ISA allowance and your tax position add up to the retirement you want. That is the gap Delphina fills, at a flat monthly price rather than a percentage of your money.

See Delphina's plans

Check where you actually stand

More on Nutmeg (now J.P. Morgan Personal Investing)

Nutmeg (now J.P. Morgan Personal Investing): common questions

Nutmeg (now J.P. Morgan Personal Investing) costs 0.75% a year per aum. Prices were checked on 21 July 2026.

Worth knowing before you pay for anything

Whichever tool you buy, the question underneath is whether you are saving enough. Delphina answers that using your real pensions, ISAs and investments, and the free plan covers it.

Free plan: create an account, no card, no expiry. Takes about two minutes.