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Sue B.
Sue B.
Scarborough, WA
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What are reasonable/typical financial planning fees for management of approx $1.6m in my name and a SMSF?

7 years ago

Responses

Hi Sue

Financial planners typically charge between 1% to 1.5% of funds under management. However fees may be varied depending on the size of the investment and how much risk you want to take in your portfolio.

We live in good old Scarborough too, great area :)

Thanks

Abby

Hi Sue, we charge 0.65% funds under management. Let me know if you would like to have a chat - 0409 490 254.

Regards,
John

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