Amounts payable for taking on our advice process

If we agree that a fee is to be charged it may look as follows:

Initial consultation meeting No charge (for first hour)
$350 + GST per hour, thereafter 

Plan fee $1,050 + GST

Implementation and placement fee Minimum $1,000 (refer to sliding scale below)

Ongoing investment management service feeUp to 1% p.a. + GST

Planning / implementation fee (sliding scale)

Portfolio Value Fee
Up to $100,000 Up to 5% 
$100,000 to $250,000 1.80%
$250,000 to $500,000 1.50%
$500,000 to $750,0001.20%
$750,000 to $1,000,000 0.90%
$1,000,000 and over0.60%

If we did agree on a fee and it becomes apparent that the initial fee estimate provided to you is likely to be exceeded, I will provide you with a further fee estimate at such time.

If we have agreed on a fee to be paid, you will need to pay this fee to Apex within 14 days of agreeing to take advice from us and 14 days of receiving our Statement of Advice.

 

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