Introductory Meeting
Any cost is borne by Reed Financial.
Strategy Development and Documentation (Statement of Advice)
Wealth Management Strategic Advice - $1,250
Retirement Planning Strategic Advice - $1,250
Self Managed Super Strategic Advice - $1,250
Defined Specific Advice – Will be discussed and agreed upon based upon your specific needs
Personal risk insurance - Payable by insurance company
Implementation/Execution of Portfolios & Recommendations
Strategic Advice Execution - $1,250
Private Client Service (Ongoing)
* The minimum fee for our ongoing private client service is $1,250 per annum.
Your choice between the following:-
1. 0.95% of balance of portfolio* (rise and falls with portfolio performance)
or,
2. Fixed fees based upon service needs:-
Portfolio management of less than $150,000 - $105 per month ($1,260 p.a)
Portfolio management between $150,001 to $500,000 - $275 per month ($3,300 p.a)
Portfolio management between $500,001 to $1m - $575 per month ($6,900 p.a)
Portfolio management greater than $1m - Min. $750 per month (min $9,000 p.a)