Pricing

 

 

Portfolio Value

$2,000 - $10,000

 

QuietGrowth Annual Fee

0%

 

Portfolio Value

$10,001 - $30,000

 

QuietGrowth Annual Fee

0.6%

First $10,000: 0%

 

Portfolio Value

$30,001 - $200,000

 

QuietGrowth Annual Fee

0.5%

First $10,000: 0%

 

Portfolio Value

$200,001+

 

QuietGrowth Annual Fee

0.4%

First $10,000: 0%

 

 

 

  • Minimum initial investment: $2,000
  • No QuietGrowth fee is charged for the first $10,000 of portfolio value of the first portfolio
  • QuietGrowth fee indicated excludes GST

 

No Advisory Fees

No advisory fees

 

No Trading Fees

No brokerage/
trading fees

 

No Rebalancing Fees

No rebalancing fees

 

No Performance Fees

No performance fees

 

No Entry/Exit Fees

No entry/
exit fees

 

No Platform Fees

No platform fees

 

 

 

Details of Fees

 

QuietGrowth Invite Program

The QuietGrowth Invite Program allows you to lower your QuietGrowth fee. Invite your friends, and we will waive QuietGrowth fee on an additional $5,000 for you, and an additional $5,000 for your friend when they fund an account.

 

 

 

 

 

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