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FEES

Open and Honest Pricing

Your fee is simple, clear and easy-to-understand.

Step 1

Choose your Investment Manager

blackrock
jpmorgan
schroders

Step 2

Choose your model portfolio

Defensive Income

Suits cautious investors seeking stable income and lowest risk of capital loss. 

Min investment $10 000

Balanced Income

Suits investors seeking stable income and happy with moderate growth / moderate risk of capital loss.

Min investment $10 000

Robust Growth

Suits investors looking for strong long-term growth, where income is not the priority.

Min investment $10 000

Maximum Growth

Suits a long-term time horizon and aims to achieve highest growth possible by taking the highest risk of our four portfolio categories.

Min investment $10 000

Defensive Income

Suits cautious investors seeking stable income and lowest risk of capital loss.

Min investment $10 000

Balanced Income

Suits investors seeking stable income and happy with moderate growth / moderate risk of capital loss.

Min investment $10 000

Robust Growth

Suits investors looking for strong long-term growth, where income is not the priority.

Min investment $10 000

Maximum Growth

Suits a long-term time horizon and aims to achieve highest growth possible by taking the highest risk of our four portfolio categories.

Min investment $10 000

Defensive Income

Suits cautious investors seeking stable income and lowest risk of capital loss.

Min investment $10 000

Balanced Income

Suits investors seeking stable income and happy with moderate growth / moderate risk of capital loss.

Min investment $10 000

Robust Growth

Suits investors looking for strong long-term growth, where income is not the priority.

Min investment $10 000

Maximum Growth

Suits a long-term time horizon and aims to achieve highest growth possible by taking the highest risk of our four portfolio categories.

Min investment $10 000

Step 3

Enter your investment amount

Your investment amount

Minimum investment is $-

Your fees and costs

-
per month
Display fees as:
$ per month
$ per annum
percentage

All fees and costs are inclusive of GST.

Your fees explained

right-tick

No hidden fees or charges

right-tick

Simple and all-inclusive

right-tick

NO exit fees

Management Fee

Part of which is paid to the manager for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.

Indirect Cost

Which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

Transaction Cost

Which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

One-off entry cost

Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $0.

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No hidden fees or charges
Lack of Transparency
Simple and all-inclusive
Complex Fee Structure
NO exit fees
Penalties for Leaving
TRANSPARENT FEES

Open and honest pricing

With OpenInvest you access world-class expertise for an all-inclusive low cost competitive management fee that covers research, asset allocation, ongoing portfolio optimisation administration and full tax and performance reporting.

What OpenInvestors say.

Quote

I found it really easy to set up my account and select my preferred investment manager. Much quicker than I thought it might be.

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Stephen H.
Geelong
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I really enjoy using the app to read the insightful content from the team at my investment manager.

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Sarah B.
Melbourne
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I like reading interesting articles from some of the world’s best investment managers.

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Isabella C.
Sydney
Quote

Knowing my portfolio is being managed by a team of professionals gives me enormous peace of mind.

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John M.
Melbourne
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