Completely fee free!
$1,000 - $4,999
50% discount to our flat dollar administration fee
$39 + 0.99% of the account balance *
$78 + 0.99% of the account balance *
* If your account balance at the end of the financial year is less than $6,000, the total combined amount of administration fees, investment fees and indirect costs that were charged to your account during the year (and not rebated) will be capped at 3% of your account balance, and any amount charged in excess of that amount will be refunded to your account.