Fees

Performance-based Fees

Our fee structure is designed to be simple and transparent while providing an incentive that rewards good performance.

Fees can be contentious. They matter more when returns are poor. If quality returns (after fees) are being achieved then fees become less of a consideration.

We have a fixed management to cover basic costs and a performance fee to ensure we work in your best interests. Our performance fee structure means we must grow client funds over the 4% benchmark before we charge the performance fee. This aligns our interests and ensures we perform for you by growing your funds.

The level of fee depends on the amount of money a client places with. Please phone or Contact Us and we can send you further information that covers fees.

Compared to all the fees and charges most clients incur with the average fund manager we potentially save clients thousands of dollars every year.