Stockspot is an automated investment adviser. Like seeing a financial planner, we help you access low cost, diversified portfolio that's matched to your goals, investment timeframe and risk appetite, for a fraction of the cost.
Stockspot fees are all inclusive! You don't pay any extra for brokerage, transactions and there are no other hidden costs like entry or exit fees.
Stockspot has a tiered fee structure, with fees based on your average account balance each month as follows:
Stockspot fee tiers
Bronze | 0% for the first 6 months*, then $5.50 per month (Incl. GST) New clients investing $10,000 or less |
Silver | 0.055% per month or 0.66% p.a (Incl. GST) For account balances between $10,001 - $49,999 |
Gold | 0.055% per month or 0.66% p.a. (Incl. GST) For account balances between $50,000 - $199,999 Access to Stockspot Themes for portfolio customisation |
Platinum | 0.044% per month or 0.528% p.a. (Incl. GST) For account balances between $200,000 - $1,999,999 Access to Stockspot Themes (for portfolio customisation) |
Diamond | 0.033% per month or 0.396% p.a. (Incl. GST) For account balances of $2M+ Access to Stockspot Themes (for portfolio customisation) Dedicated Investment Adviser, Transition planning |
*applies to your first account
You can view the fee tiers on our Pricing page and use the fee calculator to work out your indicative monthly fee.
You don't pay any extra for brokerage, transactions and there are no other hidden costs like entry or exit fees.
*Fees may be tax deductible. Please check with your tax adviser.
Stockspot fees include:
An investment strategy linked to your goals, risk appetite and investment timeframe
The right long term strategic asset allocation
The right mix of investments i.e. Asset Allocation
The best ETFs from a range ETF issuers
Ongoing review and rebalancing of your account
A simple consolidated Investor Statement at tax time, plus supporting reports
Built in automation saves you time and costly investment mistakes
Are there any other fees or costs?
The only other fees are the individual ETF fees which are an indirect cost to you.