Fairstone DFM fees

For Fairstone adviser use only.

Below you will find a list of model portfolios and their corresponding DFM fees. Click the '+' icon to view DFM fees for each portfolio. Please check the DFM fees for the relevant model portfolio before you download and complete the form.

Please note, if you're using Tribe, Vanguard or any of the DFM models created by Fairstone – please leave the DFM name as noted: D457558 Fairstone Private Wealth Ltd. Don't hesitate to get in touch if you need any further help.

Fairstone Growth

Portfolio name	DFM fees
Fairstone Growth 3	0.2
Fairstone Growth 4	0.2
Fairstone Growth 5	0.2
Fairstone Growth 6	0.2
Fairstone Growth 7	0.2

Enviromental

Portfolio name	DFM fees
Enviromental 3	0.3
Enviromental 4	0.3
Enviromental 5	0.3
Enviromental 6	0.3
Enviromental 7	0.3
Enviromental 8	0.3

Fairstone Brewin

Portfolio name	DFM fees
Fairstone Brewin 3 (CHE)	0.3
Fairstone Brewin 4 (INC)	0.3
Fairstone Brewin 5 (IHE)	0.3
Fairstone Brewin 6 (BAL)	0.3
Fairstone Brewin 7 (GR)	0.3
Fairstone Brewin 8 (AGG)	0.3

Fairstone Focused Growth

Portfolio name	DFM fees
Fairstone Focused Growth 3	0.25
Fairstone Focused Growth 4	0.25
Fairstone Focused Growth 5	0.25
Fairstone Focused Growth 6	0.25
Fairstone Focused Growth 7	0.25
Fairstone Focused Growth 8	0.25

Fairstone Income

Portfolio name	DFM fees
Fairstone Income 4	0.3
Fairstone Income 5	0.3

Fairstone James Hambro & Partners

Portfolio name	DFM fees
Fairstone James Hambro & Partners 3	0.27
Fairstone James Hambro & Partners 4	0.27
Fairstone James Hambro & Partners 5	0.27
Fairstone James Hambro & Partners 6	0.27
Fairstone James Hambro & Partners 7	0.27
Fairstone James Hambro & Partners 8	0.27

Fairstone LGT Vestra

Portfolio name	DFM fees
Fairstone LGT Vestra 3 (Defensive)	0.25
Fairstone LGT Vestra 4 (Cautious)	0.25
Fairstone LGT Vestra 5 (Balanced)	0.25
Fairstone LGT Vestra 5 Income (Strategic Inc)	0.25
Fairstone LGT Vestra 6 (Growth)	0.25
Fairstone LGT Vestra 7 (Adventurous)	0.25

Fairstone Liontrust

Portfolio name	DFM fees
Fairstone Liontrust Beta 5	0.2
Fairstone Liontrust Growth 3	0.25
Fairstone Liontrust Growth 4	0.25
Fairstone Liontrust Growth 5	0.25
Fairstone Liontrust Growth 6	0.25
Fairstone Liontrust Growth 7	0.25
Fairstone Liontrust Income 3	0.25
Fairstone Liontrust Income 4	0.25
Fairstone Liontrust Income 5	0.25
Fairstone Liontrust Income 6	0.25
Fairstone Liontrust Income 7	0.25

Fairstone Passive

Portfolio name	DFM fees
Fairstone Passive 3	0.2
Fairstone Passive 4	0.2
Fairstone Passive 4 (offshore)	0.2
Fairstone Passive 5	0.2
Fairstone Passive 5 (offshore)	0.2
Fairstone Pure Passive 6	0.2
Fairstone Pure Passive 7	0.2
Fairstone Pure Passive 8	0.2
Fairstone Passive Model Portfolio 3 Powered by Vanguard	0.2
Fairstone Passive Model Portfolio 3 Powered by Vanguard	0.2
Fairstone Passive Model Portfolio 3 Powered by Vanguard	0.2
Fairstone Passive Model Portfolio 3 Powered by Vanguard	0.2
Fairstone Passive Model Portfolio 3 Powered by Vanguard	0.2

Fairstone Pure Passive

Portfolio name	DFM fees
Fairstone Pure Passive 3	0.2
Fairstone Pure Passive 4	0.2
Fairstone Pure Passive 5	0.2
Fairstone Pure Passive 6	0.2
Fairstone Pure Passive 7	0.2
Fairstone Pure Passive 8	0.2

Fairstone Tribe

Portfolio name	DFM fees
Fairstone Tribe Impact 3	0.3
Fairstone Tribe Impact 4	0.3
Fairstone Tribe Impact 5	0.3
Fairstone Tribe Impact 6	0.3
Fairstone Tribe Impact 7	0.3
Fairstone Tribe Impact 8	0.3

FS Brooks Macdonald

Portfolio name	DFM fees
FS Brooks Macdonald 3	0.25
FS Brooks Macdonald 4 Inc & Gr	0.25
FS Brooks Macdonald 4 Income	0.25
FS Brooks Macdonald 5 Inc & Gr	0.25
FS Brooks Macdonald 5 Income	0.25
FS Brooks Macdonald 6	0.25
FS Brooks Macdonald 6 Inc & Gr	0.25
FS Brooks Macdonald 7	0.25
FS Brooks Macdonald 8	0.25

FS Grayside

Portfolio name	DFM fees
FS Grayside 2	0.18
FS Grayside 2 Bond	0.18
FS Grayside 3	0.18
FS Grayside 4	0.18
FS Grayside 4 Bond	0.18
FS Grayside 5	0.18
FS Grayside 5 Bond	0.18
FS Grayside 6	0.18
FS Grayside 7	0.18
FS Grayside 8	0.18
FS Grayside Income 2	0.18
FS Grayside Income 3	0.18
FS Grayside Income 4	0.18
FS Grayside Income 5	0.18

Quay

Portfolio name	DFM fees
Quay RR4	0.24
Quay RR5	0.24
Quay RR6	0.24
Quay RR7	0.24
Quay RR8	0.24

Fairstone Systematic

Portfolio name	DFM fees
Fairstone Systematic 3 Powered by Dimensional	0.2
Fairstone Systematic 4 Powered by Dimensional	0.2
Fairstone Systematic 5 Powered by Dimensional	0.2
Fairstone Systematic 6 Powered by Dimensional	0.2
Fairstone Systematic 7 Powered by Dimensional	0.2
FS Grayside Income 4	0.18
FS Grayside Income 4	0.18

Download the DFM schedule 1 form