Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
What is the level of your fees. You mentioned that you get a free subscription to satisfy ones curiosity if you subscribe over $200k. If short of the requisite amount at the moment would this kick in when the invested amount reaches or exceeds the value?
Hi Philip,
Market Matters Invest is charged at 0.85% per annum of the average funds invested (calculated daily), charged monthly. There are discounts for amounts greater than 500k, with a list of these available on the site. That fee includes comprehensive reporting, investment management and all brokerage. More information here.
In terms of subscription, it will become complementary when investing 200k or more in Market Matters Invest.
NB: We do not pro-rata refunds of paid subscriptions.
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