Stockspot fees are all inclusive and based on your average account balance each month.
The Pricing Page outlines the Stockspot fee tiers and what's included, based on your fee tier.
Here's a summary of the fee tiers for different account balances:
You also can use the fee calculator tool on the Pricing Page to calculate the monthly fee your proposed investment.
Here's an example for a $50,000 portfolio:
The monthly Stockspot fee would be ~$27.50 per month. This is an all inclusive fee with no extras for brokerage, transactions, entry or exit (when you sell down from your portfolio).
What's included in the fees?
As your investment adviser we ensure you:
Have a strategy aligned to your goals, risk appetite and investment timeframe.
Have the right strategic asset allocation with a blend of growth and defensive investments
Diversification across and within asset classes with exposure to growth and defensive investments in your portfolio ie. Australians & Global shares, bonds and gold
Own best of breed ETFs in each respective asset class
Consistently take the right amount of risk with optimised rebalancing
Have automated dividend re-investment
Consistent returns due to the right mix of investments and broad diversification
Save time at tax time with a simple, consolidated Annual Investor Statement
Annual review to ensure you are always in the right strategy for your goals, risk appetite and investment timeframe
Don't pay any extra on hidden costs or brokerage
Avoid emotional mistakes like buying and selling at the wrong time
Our team of advisers is also on hand to help anytime.
You can contact the team by phone, email or online chat during business hours Monday - Friday.