Financial Advisor Fees and Pricing in Perth

Transparency and acting with the utmost ethics are my core values, including being clear on fees.

These fees are the main income. All options in the market are assessed to get you the best deal. Sometimes this may involve receiving commissions or using referral partners, if this is the case you will be told of these arrangements. Full details can be found here in the Financial Services Guide.

Our Initial Statement of Advice preparation fee is between $2,000 and $8,000 depending on complexity. A simpler plan could be setting-up, consolidating and optimising your Superannuation or a simple direct investment portfolio. Whereas the most complex plans involve supporting you comprehensively across all areas of investments, insurances, superannuation and cashflow planning.

Complex implementations may attract a set-up fee of between $1,000 and $3,000.

If you choose to use ongoing services there's a small annual fee based on your balance:

$0 - $500,000 = 1.10%

$500,001 - $1,000,000 = 0.99%

$1,000,001 - $2,000,000 = 0.77%

> $2,000,000 = between 0.22% - 0.66%

As a part of the ongoing services agreement, you will be provided with:

• Ongoing support and administration

• Ongoing portfolio monitoring and management (changes / rebalancing)

• Periodic performance updates with an annual formal review (and opt in to continue for another 12 months)

• Summary reporting of your financial position

• Any ad hoc queries and support

• Updates on relevant market, product or strategy options

• Monitoring of Government legislative and regulatory changes

• Coordination with other professionals (e.g. accountant, mortgage broker)

• End of Financial Year advice

• Corporate Actions for any of your recommended investments

Fees & services