Pricing

Our Investment Wrap pricing is highly competitive and easy for clients to understand.

We have endeavoured to source industry best pricing to keep costs down and provide low fees to clients, as well as provide a flexible and efficient solution with:

• Simple, transparent fee structure of 0.18% capped with no fees for amounts over $1million
• No minimum fee or per account fees
• Family and related party aggregation

Please refer to the IDPS Guide for detailed pricing.