Do not use commas or any symbols – numbers only.

Portfolio Value:
Estimated Fee:
Annual Fee (ex.GST):  pa %Fee (ex GST):  pa
Annual Fee (incl.GST):  pa %Fee (incl. GST):  pa
Fee (ex.GST):  /qtr GST:  pa
Fee (incl. GST):  /qtr


Quarterly fees are fully tax deductable in most cases.

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.

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