Our Fees

Simple, low cost and straight-forward.

Collins House Online Fees

We’ve simplified our fee structure to make our investment solutions straight-forward and affordable to all.

Our low-cost fees vary depending on your total value of your portfolio as outlined below.

We provide…

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A Personally Tailored Investment Plan.

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The choice of 5 Investment portfolios ranging from Conservative through to Aggressive.

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Ongoing Monitoring and Rebalancing when required.

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Beneficial ownership so all investments are held in your name.

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24/7 online access to your porfolio.

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Full reporting and annual tax statements.

Collins House Online Fees

We’ve simplified our fee structure to make our investment solutions straight-forward and affordable to all.

Our low-cost fees vary depending on your total value of your portfolio as outlined below.

We provide…

R

A Personally Tailored Investment Plan.

R

The choice of 5 Investment portfolios ranging from Conservative through to Aggressive.

R

Ongoing Monitoring and Rebalancing when required.

R

Beneficial ownership so all investments are held in your name.

R

24/7 online access to your porfolio.

R

Full reporting and annual tax statements.

Fee Examples

Portfolio Size
Total Annual Fee
$10,000 $80.00
$20,000 $160.00
$50,000 $400.00
$100,000 $800.00

Fee Assumptions

  • Total annual fee excludes GST.
  • Does not include brokerage.
    This is a transaction cost and charged at a rate of 6 basis points. (For example, for a portfolio of $50,000 the one-off brokerage cost would be $30)
  • Does not include ETF management fees.
    This is a indirect cost which is reflected in the ETF unit price. ETF charges for our portfolios range from 16 basis points to 20 basis points. Although may be higher for Socially Responsible Investment (SRI) portfolios.
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FINANCIAL SERVICES GUIDE

COLLINS HOUSE PTY LTD, ACN 109 236 722, ABN 62 091 913 093, TRADING AS COLLINS HOUSE PRIVATE WEALTH, AND COLLINS HOUSE ONLINE INVESTMENT SERVICES PTY LTD, ACN 620 936 567, ABN 30 492 640 027 TRADING AS COLLINS HOUSE ONLINE, ARE CORPORATE AUTHORISED REPRESENTATIVES OF COLLINS HOUSE PRIVATE WEALTH PTY LTD ACN 166 528 758 AUSTRALIAN FINANCIAL SERVICES LICENCE NUMBER 449 146