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What are the fees for custom portfolios?

Updated yesterday

We have a flat administration fee of 0.11% per annum that includes all buy-side brokerage and there are zero performance-based fees.

Sell-side brokerage is applied at the greater of $4.40 or 0.044% of the trade value.

Indirect fees from Exchange Traded Funds will be applicable based on your selection.

Amount Invested

Management fee

$10,000 to $200,000

0.44% per annum

$200,000 and above

$880 per annum

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