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Fee Calculator

Do not use commas or any symbols - numbers only.

Portfolio Value: Calculate
Estimated Fee:
Annual Fee (ex. GST): pa


Annual Fee (incl. GST): pa


Fee (ex. GST): / qtr


Fee (incl. GST): / qtr


% Fee (ex GST): pa


% Fee (incl. GST): pa


GST: pa


This calculator is to be used as a guide only.

The Quarterly management fee is calculated on the value of the portfolio at the end of each quarter.

Quarterly fees are fully tax deductable in most cases.

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