Our fees

Two Principles, Three Steps, Four Promises

Our Two Key Principles
What you pay to invest should never come as a surprise.
Low Fees
Paying for professional investment management and nothing else means more money in your pocket.

Management Fee + Fund Costs = One Low Fee

We show you clearly the total fee you would pay. This will include administration and operations by OpenInvest, the services of your chosen investment manager, and the costs of any underlying managed funds and ETFs used by your chosen investment manager in your portfolio.

As well as keeping our fee low, we want you to understand what other costs you could incur. Everyone else avoids doing this, possibly because they think it's too complex, but probably because they think you'll be _______* off if you know how much they're actually going to charge you. We'd like to give you more credit than that.
(*The word you should have been thinking of is 'scared'! What were you thinking?)

Three steps to see how much you’ll pay

Easily calculate the fees you’ll pay based on the amount you have to invest, the investment manager you choose, and the model portfolio that’s right for you.

Step 1

Enter your investment amount
Minimum Investment $25,000

Step 2

Choose your investment manager
Choose your Investment Manager

Step 3

Choose your model portfolio
Your estimated fees
Enter an investment amount to get an estimate on your fees.
Management fee
0% $0
Indirect cost
0% $0
Total Per Annum
0% $0

You will pay $0.00 per month when you invest with us based on the initial investment amount entered, and the investment manager and model portfolio chosen. All fees and charges are inclusive of GST.

Initial Transaction Cost

The estimated transaction cost for the funds in this model portfolio is $0

Four promises about our fees

1. No hidden fees or charges, ever:
We won't charge you for simply going about your business, including things like getting a statement, transferring money, changing investment managers or portfolio models, or closing your account. Please note that if your portfolio includes any managed funds, their buy/sell spread (see Fund Transaction Costs, above) will be passed on.

2. You keep your interest – all of it:
Other investment platforms take a serious clip of the interest your money earns sitting in cash (and only mention this in the fine print) but we never will. We'll get you the best interest rate we can and you keep 100% of it. After all, it's YOUR money.

3. We pay for brokerage:
If you've done your own share trading, you'd know that you pay brokerage on every trade. That adds up. OpenInvest has decided to absorb that cost.

4. Maximum value, always:
While your fee covers everything OpenInvest already does, we’re not going to rest on our laurels. We’re committed to improving what we offer without charging you any more for future enhancements.