Investment Management Pricing
Transparent pricing for professional oil ETF portfolio management with competitive management fees and comprehensive investment services.
Essential Portfolio
Basic automated oil ETF management with core portfolio features and monthly reporting for new investors.
Management fee includes all portfolio administration and basic reporting services.
- Automated oil ETF portfolio management
- Monthly performance reporting
- Basic risk management tools
- Email support during business hours
Professional Portfolio
Advanced automated management with enhanced features, tax optimization, and dedicated support for serious investors.
Management fee includes all portfolio administration and basic reporting services.
- Advanced portfolio optimization algorithms
- Weekly performance and risk reporting
- Tax-loss harvesting strategies
- Priority phone and email support
- Quarterly portfolio review sessions
Premium Portfolio
Comprehensive wealth management with personalized strategies, alternative investments, and dedicated relationship management.
Management fee includes all portfolio administration and basic reporting services.
- Fully customized investment strategies
- Daily portfolio monitoring and reporting
- Access to alternative investment opportunities
- Dedicated relationship manager
- Comprehensive tax planning services
- Exclusive market insights and research
All fees are inclusive of GST where applicable
Licensed by ASIC AFSL 234567
Important Pricing Information
Individual investment results may vary based on market conditions, timing, and portfolio allocation.
Past performance does not guarantee future results.
Representative APR varies based on market conditions and investment performance
Fee Structure Details
Commission Structure
- Management fees are calculated daily and charged monthly based on average account balance
- No performance fees or additional charges for standard portfolio management services
- Transparent fee structure with no hidden costs or surprise charges
Additional Fees
- Account setup fee: Waived for new clients
- Wire transfer fees: $25 per outgoing wire
- Paper statement fee: $5 per month if requested
Questions About Pricing?
Our investment consultants can help you choose the right plan for your financial goals and investment timeline.
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