Fee Schedule

  • Statement of Advice $0   to $1500  depending on complexity
  • Ongoing service fee based on the value of the portfolio and charged monthly in arrears

Portfolio value   

  • 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.