Fee Calculator

Portfolio Fee Estimate

Portfolio Type: Accumulation Income
Number of Face to Face Reviews per year:
Accounting & Tax Work Done by Ascendia: Yes No
Portfolio Value: (Please note that the minimum Portfolio Value is $150 000, please do not enter the $ symbol)

ANNUAL PORTFOLIO MANAGE FEE:

MONTHLY PORTFOLIO MANAGE FEE:

Annual Fee as a % of Portfolio (Comparison):

Fee is calculated on an annual basis in advance on your balance of funds at the start of the year.
The amount payable is the monthly amount paid monthly in arrears. So you pay us the first month after we have done the job for a month.
The percentage amount is provided for comparison purposes only, The actual fee is the $ amount.
You can terminate our services in writing at any time with one months notice.
The calculator shows you can save money on the portfolio management service fees - by getting us to do your accounting and tax work too. Basically we offer a discounted fee for portfolio management, if we can also do your related tax and accounting work. We are passing onto you cost savings associated with having more work from the one client.
This portfolio management service fee estimate does not include the fees for accounting and tax work. This is a separate fee and service. You can obtain a fee estimate for the accounting and tax work at www.ascendiaaccountants.com.au
All effort is made for the calculator estimates to be accurate, however the estimates are an indication only due to our not having your portfolio records available at this stage. These estimates are accurate in over 95% of cases in our experience. They would not apply for instance where the existing portfolio is large or complex and has missing records.
To obtain a binding Fixed Fee Quote please complete the Fixed Fee Estimate form available under Resources menu on this site.