Horizon portfolios are offered to investors with over $25,000 to invest and there is no upper limit on investment. The Horizon portfolios offer a more diversified investment option than the Kickstarter portfolios, over a greater number of ETFs.
Horizon portfolios offered under the Ignition Wealth AFSL are charged an account fee of $15 (ex GST) per month plus a portfolio fee of $15 (ex GST) per month. There is no FUM fee, meaning that no matter how large your client’s investment, they will pay the same low, fixed fee. A rebate on the fee may be payable to your business, to be discussed with your Business Development Manager.
Businesses offering the Horizon portfolios under their own AFSL and branding set their own fee structure to reflect the costs to their business and the services they choose to include.