Custom portfolio matched to your goals
24/7 portfolio access Preview app and dashboard
Advice via phone and email
Annual strategy review
Access to sustainable investing
Zero brokerage, withdrawal, or transaction fees
Annual tax statement and reports
Automatic dividend reinvestment
Automatic rebalancing
Custom rebalancing settings for tax efficiency
Access to Stockspot Themes
Dedicated investment adviser
Transition of existing investments
Review and advice on current investments
bronze
Custom portfolio matched to your goals
24/7 portfolio access Preview app and dashboard
Advice via phone and email
Annual strategy review
Access to sustainable investing
Zero brokerage, withdrawal, or transaction fees
Annual tax statement and reports
Automatic dividend reinvestment
silver
Custom portfolio matched to your goals
24/7 portfolio access Preview app and dashboard
Advice via phone and email
Annual strategy review
Access to sustainable investing
Zero brokerage, withdrawal, or transaction fees
Annual tax statement and reports
Automatic dividend reinvestment
Automatic rebalancing
Custom rebalancing settings for tax efficiency
gold
Custom portfolio matched to your goals
24/7 portfolio access Preview app and dashboard
Advice via phone and email
Annual strategy review
Access to sustainable investing
Zero brokerage, withdrawal, or transaction fees
Annual tax statement and reports
Automatic dividend reinvestment
Automatic rebalancing
Custom rebalancing settings for tax efficiency
Access to Stockspot Themes
platinum
Custom portfolio matched to your goals
24/7 portfolio access Preview app and dashboard
Advice via phone and email
Annual strategy review
Access to sustainable investing
Zero brokerage, withdrawal, or transaction fees
Annual tax statement and reports
Automatic dividend reinvestment
Automatic rebalancing
Custom rebalancing settings for tax efficiency
Access to Stockspot Themes
Dedicated investment adviser
Transition of existing investments
diamond
Custom portfolio matched to your goals
24/7 portfolio access Preview app and dashboard
Advice via phone and email
Annual strategy review
Access to sustainable investing
Zero brokerage, withdrawal, or transaction fees
Annual tax statement and reports
Automatic dividend reinvestment
Automatic rebalancing
Custom rebalancing settings for tax efficiency
Access to Stockspot Themes
Dedicated investment adviser
Transition of existing investments
Review and advice on current investments
*‘First 6 months free’ offer applies to your first account with up to $10,000 invested and is not affected by movements in the value of your portfolio over the 6 months from your first deposit.
Fee calculator
Account balance
Stockspot all-inclusive monthly fee
Fees are based on total average balance, are charged monthly, and include GST. Fees may be tax deductible for some clients.
Watch your benefits grow
As your wealth grows with us, so do your benefits. Enjoy lower fees and exclusive perks with our Platinum and Diamond fee tiers.
Platinum
$200,000+ IN ASSETS
Get priority access to an adviser and enjoy a low fee of 0.528% per year across all your investment accounts.
Learn moreDiamond
$2M+ IN ASSETS
Experience our highest level of service with an ultra-low fee of 0.396% per year across all your investment accounts.
Learn moreBenefits of investing with Stockspot
Speak with our investment advisers whenever you need help
Your investments are held safely in your own name
Online access anytime via our dashboard and app
Tax time made easy we do all the tax calculations to save you time
Proven investment strategy for growth and income
No other fees like brokerage, transaction charges, or withdrawal fees
Frequently asked questions
How much do I need to invest?
Our minimum to start is just $2,000.
Will I be charged establishment fees, exit fees, or brokerage?
No. We don’t charge exit fees, establishment fees, or brokerage. There are no hidden costs.
How do ETF management fees work?
ETF management fees are an indirect cost not charged by Stockspot.
They are charged by companies who run the investment funds. Instead of billing you directly, they take the fee straight from the fund’s performance. It’s a cost incurred by anyone who invests in these funds – whether it’s us, another advisor, or you.
How often do I need to add to my portfolio?
How do your fees compare to the industry average?
Stockspot's advisory fee is less than a quarter of the industry average. You can save thousands over the course of your lifetime by paying a fraction of what traditional advisors charge.
How do fees work for multiple accounts?
If you have multiple accounts, your fee tier is determined by your combined investment balance across all accounts, including any non-fee paying accounts. This helps many Stockspot clients enjoy lower fees based on their total investment balance.
Trusted by thousands of Australians
We're trusted by thousands of clients to manage hundreds of millions of dollars. That's because we always act in our clients' best interests.
