Fee Structure (exclusive of GST)

Grow Your Wealth Financial Service Townsville is all about helping people achieve their personal financial goals. It does not get any more personal than a Self Managed Super Fund. It is you opportunity to take direct control of your financial future.  

Private Wealth Management

Our fee incorporates comprehensive administration and ongoing investment advice in accordance with your investment profile. Fees are generally tax deductible (please check with your taxation adviser), and are calculated quarterly and deducted electronically from your Cash Management Account.

Portfolio Size

Portfolio Size

Fees

Establishment Fee    
Exit Fee  
Up to $250,000  
Next $250,000  
On balance over $500,000
No Charge
No Charge
1.20% pa
0.90%
0.60% pa
Our fee incorporates comprehensive administration and ongoing investment advice in accordance with your investment profile. Fees are generally tax deductible (please check with your taxation adviser), and are calculated quarterly and deducted electronically from your Cash Management Account.

Brokerage

Fees

Share Trades (Managed Clients)
Option Trades
Non Managed
1.50% ($75 minimum)
1.25% ($50 minimum)
1.75% ($110 minimum)

Fee for Service & Financial Planning

Service

Fees

Initial Consultation
Statement of Advice  
Comprehensive Financial Plan
Hourly Rate    
$1,500
Free of Charge
$4,400
$250 per hour
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Services & Fees

Praemium SMA

Better than a managed fund, you can see what is in your portfolio and you are the beneficial owner of the underlying shares.

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Private Wealth Management

As a comprehensive and versatile investment platform, we provide the following administration services.

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Self Managed Super Funds

A Self Managed Super Fund is your opportunity to take direct control of your financial future.

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Fee Structure

Private Wealth Management | Brokerage | Fee for Service | Financial Planning

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Financial Services Guide
A Guide to Our Relationship With You
Grow Your Wealth Pty Ltd - AFSL 403509
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Grow Your Wealth Privacy Policy PDF
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Pershing Privacy Policy PDF
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Pershing Securities’ FSG
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CPD Policy
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