Premium - Private Wealth Management

Pricing Schedule

The Private Wealth Management (PWM) is fee based.

All commission earned on the placement of your managed funds is rebated and brokerage on direct shares is half the standard rate (i.e. 1.25%).

There is a quarterly Management Fee calculated on the value of the portfolio at the end of each quarter, on the following scale (inclusive of 10% GST):

On the first      $250,000    0.33% pq or 1.32% pa
On the next     $250,000    0.2475% pq or 0.99% pa
Over                $500,000    0.165% pq or 0.66% pa

Miminum Fee $220 per quarter including GST

As an example, the average administration cost for a portfolio balance of $100,000 will be 1.32% per annum or $1320.

Brokerage for PWM clients is a flat fee of 1.25%.

Need more information? Give us a call, (07) 4771 4577 and let's get started.