Educational use only: This platform provides information for educational purposes and should not be considered financial, investment, or legal advice.

Delphina vs Financial Advisor

See how much you could save by using Delphina instead of a traditional financial advisor

Transparent pricingNo hidden feesUK-based

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Some platforms offer 0%

Assumes 10% annual growth and 0.2% fund fees for both scenarios.

Potential Savings Over 20 Years

£78,534

in fee savings compared to traditional advisor

Traditional Advisor

Total Fees Paid

£89,732

Final Portfolio Value

£470,430

Delphina

Total Fees Paid

£11,198

Final Portfolio Value

£648,704

Portfolio Growth Over 20 Years

Difference after 20 years: £178,274 more with Delphina

Understanding Investment Fees

Advisor Fees

Traditional financial advisors typically charge an ongoing percentage of your assets under management. In the UK, this ranges from 0.7% to 1.7% per year, with higher fees for smaller portfolios and more personalised service.

Average ongoing advisor fee: 0.85% (NextWealth 2025 report)

Platform Fees

Investment platforms charge a fee for holding your investments. Some platforms now offer 0% fees, whilst others charge up to 0.5% annually. These fees are often overlooked but can add up significantly over time.

Typical range: 0% - 0.5% annually. Delphina guides towards 0%, we see no point in paying more for something that you can get for free elsewhere.

Fund Fees (OCF)

The Ongoing Charges Figure (OCF) represents the total cost of owning a fund. Index funds typically have OCFs of 0.1% - 0.2%, whilst actively managed funds can charge 0.5% - 1.0% or more.

Delphina guides towards low-cost index funds: ~0.2% OCF

Delphina's Approach

Delphina charges a simple monthly subscription rather than a percentage of your assets. This means your costs stay predictable and your portfolio grows without being eroded by percentage-based fees.

Investor plan: £19.99/month (no percentage fees on assets)