Invite others
Invite your team members and accounting professionals any time you like.
Fees
Client-centered, fee-only planners, like Reserve Wealth Financial Services Strategic, are compensated for their knowledge and services.
As part of detailed financial planning, there are cost to you at various stages of the process. Before making any recommendations, we will discuss and agree the fees with you.
Our fee model allows you to choose the amount of service and financial advice you require. In essence, it is a user pay approach — we do not assume that the more money you have, the more financial advice you need.
Fee-only advisors have fewer inherent conflicts of interest, and their fee structures might be hourly, include an annual retainer, or be based on a percentage of your investment assets.
How We Are Paid
We feel that it is critical for our clients to understand what they are paying for and how they are paying for it. Our goal is to be as transparent as possible when discussing compensation for our advice, so that we can freely research, recommend and implement strategies without partiality or restrictions.
Your fees will be based on your decision for us to proceed with the following:
- Creating your financial plan
- Implementing your plan
- Providing you with ongoing service
At each stage of the process, all fees will be clearly outlined and agreed with you before we proceed.
The fee charged depends on:
- The investment needed to complete the service,
- The degree of complexity and level of expertise required to complete the services,
- Any risks associated with providing the service.
Fee-only financial planners tend to cost less and deliver more
One of the most obvious cost savings is because fees are typically less than commissions.
Financial Advice Fee
All fees and commissions are disclosed in the FSG.
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Investment Advice Fee
For our portfolio advisory and management services, there are no implementation, set-up or upfront fees and there are no exit fees. We charge a single ongoing fee for the monitoring, management and administration of your investment portfolio.
| Assets Under Management | Management Fee |
|---|---|
| $0 - $499,999 | 0.95% |
| $500,000 - $999,999 | 0.85% |
| $1,000,000 - $1,999,999 | 0.75% |
| $2,000,000 - $4,999,999 | 0.65% |
| $5,000,000 - $9,999,999 | 0.55% |
| $10,000,000 or more | 0.5% |
SMSF Pricing Plans
Self-Managed Superannuation Funds continue to be the largest and fastest growing sector in the superannuation industry.
All plans cover the basics
Financial performance reports
Create performance reports and budgets. No waiting until the end of the month.
iPhone & Android apps
Do invoicing, create expense claims, and track sales and income on the go.
Get closer to your cash flow
Quotes, invoicing and the dashboard all help for an up-to-date financial snapshot.
24/7 support included
Our friendly and knowledgeable experts are always here for you.
Regular updates included
Every 3-6 weeks we release innovative new updates based on customer ideas.
Ready to start the conversation?
Request your complimentary first appointment.