List of all fees, charges, and taxes on trading and investing (2024)

FAQs

What are the 5 different fees or costs related to investments? ›

Common investing costs include expense ratios, market costs, custodian fees, advisory fees, commissions, and loads.

Trading fees, also known as a commission, are charged by a broker to help facilitate the trade of investment through their platform. This is applied when buying or selling shares of a specific investment. Traditional brokerage firms can also charge these fees.

Investment fees are fees charged to use financial products, such as broker fees, trading fees, and expense ratios. Investment fees are one of the most important determinants of investment performance and are something on which every investor should focus. Over time, minimizing fees tends to maximize performance.

Explicit costs are the direct costs of trading. They include broker commissions, transaction taxes, stamp duties, and exchange fees. Implicit costs include indirect costs, such as the impact of the trade on the price received.

Other charges to look out for are performance fees, which some managers may take on top of their management fee if they perform well, upfront/initial fees which may be charged for initial advice or to set up a portfolio, and other one-off charges relating to management and administration of your portfolio, for example, ...

Capital gains tax rates

Returns made on a stock you owned for longer than a year are subject to the long-term capital gains tax rate: 0%, 15% or 20%, depending on your ordinary income.

Check out the contract note and examine. You will see the following charges in addition to Brokerage charges – Securities Transaction Tax (STT), Stamp Duty and Other Charges. In most of the cases the break up of “Other Charges” is not provided, but note it consists of Transaction Charges and SEBI Turnover Charges.

What are brokerage fees? ›

Brokerage fees are any commissions or fees that your broker charges you. Also called broker fees, they are generally charged if you buy or sell shares and other investments, or complete any negotiations or delivery orders. Some brokerages also charge fees for consultations.

Most full-service brokers charge 1% to 2% of the total purchase price, a flat fee, or a combination of both, for stock purchases. They offer investors financial planning and investing advice as well as making transactions for clients.

Usually, in India, the brokerage fee ranges between 0.01% to 0.5% of the total value of the transaction. For instance, if the amount of share is worth ₹10,000, and the brokerage fee is 0.1%, then the total fee charged would be Rs. 10.

In conclusion, mastering the understanding of the five fundamental types of project costs - Direct Cost, Indirect Cost, Fixed Cost, Variable Cost, and Sunk Cost - is crucial for effective cost estimation in Project Management at Simpliaxis.

In fee-based investment accounts, advisors and the investment or mutual fund dealers they work for will typically charge an account fee for advice, access and service directly to the investor. This fee is usually disclosed and arranged up front, and is often based on the assets in your account.

The management fee varies but usually ranges anywhere from 0.20% to 2.00%, depending on factors such as management style and size of the investment. Investment firms that are more passive with their investments generally charge a lower fee relative to those that manage their investments more actively.