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  1. Fees
  2. Investment

Investment Funds Managed

We charge a portfolio setup fee of $250+GST for managed investments.
We do not charge fees for contributions. Ongoing monitoring fees of funds under management will attract the following fees annually.

Private Portfolio Monitoring

$50,000 - $200,000: 1.75%

$200,000 - $500,000: 1.5%

$500,000 - $1,000,000: 1%

$1,000,000 +: 0.85% 

Fee rebates:

In many instances, commissions and trails paid by the investment product provider for the funds invested by the client will be credited to the client’s Cash Transaction Account. It is my policy to rebate all commissions and trails for wrap clients. 

 
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