OUR FEES

How we get paid

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

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• Up to $100,000: 3%

• $100,000 - $250,000: 2.5%

• $250,000 - $500.000: 2%

• $500,000 - $1m: 1.5%

• Over $1m: 1%

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

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Commission Based

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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.