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Can you manage my share portfolio?

time 2wks ago
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By · 24 May 2021
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Tom Wilson
By ·
24 May 2021
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time 2wks ago

Question

I currently have a portfolio of aust and international shares being managed by somebody else. Can this be transferred as is and re balance the portfolio when some of the current holdings recover. - Submitted by Gary

Answer

We don't offer this service and you would likely need to consult a financial planner or advisor or stock broker. We do however offer diversifed portfolios with capped fees. As soon as your investment balance is over $82,000 your maximum management fee is capped at $451 per annum.

InvestSMART Managed Funds | Find Portfolios with Capped Fees

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