- Statement of Advice $0 to $1500 depending on complexity
- Ongoing service fee based on the value of the portfolio and charged monthly in arrears
- Up to $500,000 0.95%p.a. + GST
- $500,001 – $1000,000 0.85%p.a. + GST
- $1,000,001 – $5,00,00,000 0.75% p.a. +GST
- Over $5,000,000 0.50%p.a. +GST
Example, a client with a $1,500,000 would pay 0.75%p.a. which would be $11,250 + GST In most cases this fee is tax deductible.
There could also be a Fund Managers fee and an Administration fee depending on the service chosen and these would be disclosed in the Statement of Advice.