Portfolio Manager

By Tom Wilson · 22 Jan 2021

By Tom Wilson ·
22 Jan 2021

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3yr ago

Question

You monitor my portfolio of Australian stocks. I now live overseas and wish to liquidate it. Can you sell on my behalf? What are your fees? What advice can you offer? Sincerely David Rosefield - Submitted by David

Answer

Hi David,

The Portfolio Manager only monitors and tracks the investments you have manually entered into it. You would need to sell these through a broker or whoever manages your assets/investments for you.

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Amount invested	Our management fees
$0 to $100,000	0.55% p.a.
$100,000+	$550 p.a. capped fees

Portfolio Manager

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