No secret commissions, only a low, flat standard management fee.

Despite the comprehensive service we provide, there are no upfront or commission based fees associated with our portfolio management service.

We derive our income strictly from portfolio management fees.

On the first $1 million under management we charge a fee of 1.1% per annum. This fee reduces to 0.825% for amounts higher than this. The fee covers GST, all management, administrative services and is fully tax deductible.

We do not accept commissions. This removes any possible bias in the selection of investments, or unnecessary trading for commission purposes.