Spend less time worrying about your investments, and more time living your life.
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 moreOur minimum to start is just $1,000.
The only other cost is the management fee charged by the ETF issuers. This is taken out of the fund’s assets, not billed to you directly. Everyone who invests in these funds pays the same fee, whether through Stockspot, another adviser, or directly.
No. Our ETF portfolios give you broad market exposure and our automation keeps costs down. This means more of your money stays invested and working for you.
Once any one of your accounts has a balance over $20,000, we combine the balances of all your Stockspot accounts, including fee-free kids’ accounts and super, to work out your fee tier. This can help you reach a lower fee tier faster.
No. We don’t charge set-up fees, exit fees or brokerage. There are no hidden charges.
Our fees are much lower than the industry average. Over time, this can save you thousands compared to traditional advisers.
In most cases, yes. Our service fee is usually tax-deductible, so your actual cost could be even lower. Please check with your tax adviser for your own situation.
Yes. Kids’ accounts are free up to $10,000 for everyone. As your family’s total balance grows, the fee-free limit for kids’ accounts grows too. See the table above for details.
No. We automatically rebalance your portfolio at no cost to keep it aligned with your goals and risk profile.