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How we get paid

Our account opening fee will depend on the amount you invest, these are:

  • Up to $100,000: 3%

  • $100,000 - $250,000: 2.5%

  • $250,000 - $500.000: 2%

  • $500,000 - $1m: 1.5%

  • Over $1m: 1%

Our annual management fee is straightforward and charged at the same rate for all clients; we charge 1% per annum.

Commission Based

Whilst we recommend and prefer fee based advice, there will be times when we will be remunerated directly by commission from the provider on products such as life insurance.

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