Transparent Investment Pricing
Choose the passive investment plan that fits your financial goals
Individual results may vary.
Past performance does not guarantee future results.
Essential Portfolio
Basic automated portfolio management for new investors
0.50%
Annual management fee
- Automated rebalancing
- Oil ETF diversification
- Quarterly reporting
- Email support
Professional Portfolio
Advanced management with enhanced features and lower fees
0.35%
Annual management fee
- Advanced portfolio optimization
- Extended ETF selection
- Monthly reporting
- Priority phone support
- Tax-loss harvesting
Premium Portfolio
Comprehensive wealth management with personalized service
0.25%
Annual management fee
- Dedicated portfolio manager
- Custom asset allocation
- Real-time reporting
- 24/7 phone support
- Advanced tax strategies
- Personalized investment advice
All fees include applicable GST
Licensed by ASIC AFS License 801849
Detailed Fee Structure
| Service Type | Management Fee | Performance Fee | Minimum Investment |
|---|---|---|---|
| Essential Management | 0.50% p.a. | None | $10,000 |
| Professional Management | 0.35% p.a. | None | $50,000 |
| Premium Management | 0.25% p.a. | None | $250,000 |
Representative APR N/A for investment management services Management fees are variable based on portfolio performance
Pricing FAQ
What is passive investing and how does it work?
Passive investing involves buying and holding diversified investments like ETFs rather than trying to time markets. Our automated system invests in oil sector ETFs, rebalances periodically, and maintains target allocations without constant trading.
What are the risks of oil ETF investments?
Oil investments carry commodity price volatility, geopolitical risks, and market fluctuations. Prices can swing dramatically based on supply, demand, and global events. Past performance does not guarantee future results.
How are management fees calculated and charged?
Management fees range from 0.25% to 0.5% annually based on portfolio size and service level. Fees are calculated daily and deducted monthly from your account balance. All fees are disclosed upfront with no hidden charges.
Need a custom solution for portfolios over $1 million?
Contact Sales