Fee Schedule
The fees and charges levied on your Bellmont Buy-Write Portfolio may be broken down into two separate areas:
Management Fees
The following management fees are payable, monthly in arrears.
| Portfolio Value | Management Fee (per annum) |
| Up to and including $499,999: | 2.00% |
| $500,000 – $999,999 | 1.50% |
| $1,000,000 – $4,999,999 | 1.00% |
| $5,000,000 + | 0.85% |
Brokerage (recommended transactions)
Brokerage on recommended transactions will be charged at $20 minimum, or 0.10% (whichever is greater)
GST
All figures quoted are exclusive of GST
Take the Next Step
To receive account forms, or speak to a Bellmont representative about how a Bellmont Buy-Write Portfolio can meet your specific needs, please contact the dealing desk on 1300 368 294 or click here to complete our new client enquiry form.