Simple, fixed pricing
$14Per monthGet started in ethical investing with our lowest monthly fee.
$15,000 - $35,000
$25per monthAn affordable price for larger accounts.
$55per monthA great option for SMSFs and bigger balances.
|Investment Management Fee per year (inc.GST)
Up to $35,000
From $35,001 to $100,000
Bespoke investment services
$1,320 p.a +
|Fees paid to external providers*:|
Product Fees per year
|0.31% to 0.51%
For our online investments. Prices vary for bespoke investments.
|Brokerage||Larger of $19.95 per trade or 0.12% of the trade size.
The minimum upfront cost to establish a portfolio is $79.80
* These fees are not paid to Balance Impact, they are charged ad paid to the Exchange Traded Funds that we invest in
We offer additional services for each fee category:
|Investment portfolio tailored to your risk profile||✔||✔||✔|
|Compliance of each investment with our ethical screening criteria||✔||✔||✔|
|Annual social impact reports||✔||✔||✔|
|Quarterly financial performance reports||✔||✔||✔|
|Professional portfolio monitoring and management||✔||✔||✔|
|Online access to your investment account||✔||✔||✔|
|A real person to talk to, available by phone or online||✔||✔||v|
|Annual taxation data for your tax return||✔||✔||✔|
|Monthly overview of responsible investments opportunities*||✖||✔||✔|
|Annual face-to-face meetings to review your portfolio||✖||✖||✔|
* Balance Impact is a specialist in responsible investing and is constantly reviewing investment opportunities. Each month we’ll share our review of one such opportunity to keep you abreast of products in the market. We are not a product provider and do not have any financial interest in the products we review.
If you invested $50,000 with us, you could expect to pay:
|Investment Management Fee||–||$300|
|Product Fees (0.39%)*||$195|
* The product fee used here is for our balanced (Banksia) portfolio, the fees on our online investment portfolios range from 0.31% to 0.51%
Count the cost
Using clever tech and our financial smarts, you'll keep more of your hard-earned savings.
See how much you'll pay with Balance Impact.
If your investment amount is:
your (estimated) monthly fees would be:
This includes our fees and any ETF fees