Costs with Scalable Wealth

Carefree investing with personal customer support - at low fees

When investing, your capital is at risk. Learn more about risk here.

The costs at a glance

Let us manage your assets. Transparent and inexpensive.

Calculate your costs

Portfolio value

€20

€20

Fee level 1

over €100,000

Fee level 2

over €500,000

Fee level 3

Fee level

Total costs per year

Administration & trading
ETF costs (TER)
Total 

Status of product costs: June 2024

Breakdown of costs by investment amount

For investment amounts above €100,000 or €500,000, there are fewer asset management fees.

Investment amount

Asset Management (Scalable Capital)

Trading (Baader Bank)

Subtotal

ETF costs*

Total costs

Until €100,000

0.575%

0.175%

0.75%

0.11%

0.86%

Between €100,000 and €500,000

0.515%

0.175%

0.69%

0.11%

0.80%

More than €500,000

0.315%

0.175%

0.49%

0.11%

0.60%

* From 0.11 % for World Portfolio Classic. Other investment strategies differ.

Calculation example

Fees for a € 150,000 portfolio

Wealth management fee

For the first € 100,000: 0.575%

For amounts over € 100,000: 0.515%

Total Wealth management fee

€100,000 * 0.575% = €575.00

€50,000 * 0.515% = €257.50

€575.00 + €257.50 = €832.50

Trading fees and average product costs*

Trading fees

ETF costs*

€150,000 * 0.175% = €262.50

€150,000 * 0.11% = €165

* From 0.11 % for World Portfolio Classic. Other investment strategies differ.

Total costs

Wealth management fee

Trading fee

ETF costs

Total costs

€832.50

€262.50

€165

€1,260

A fee structure without fine print

All inclusive:

  • Full wealth management
  • All securities transactions
  • Account Management
  • Account Custody
  • Comprehensive customer service

We don't take any:

  • kickbacks or refunds
  • issuance premiums and other commissions
  • deposit facility or closing fees
  • Performance fees
  • charges for deposits or withdrawals

Fee conditions

As part of the fee reduction, Scalable Capital GmbH is reducing the fee for asset management by 0.06 percentage points p.a. (for client assets exceeding EUR 100,000) and by 0.26 percentage points p.a. (for client assets exceeding EUR 500,000) until further notice. The transaction fee of Baader Bank AG remains unchanged. Scalable Capital GmbH reserves the right to change or discontinue the fee reduction at any time.

For the avoidance of doubt, the fee for asset management is determined on a sliding scale depending on the client's assets in the respective volume bands. The fee for the next higher volume band only applies to the part of the client's assets falling within this volume band.