I have a minimum fee of $3,500PA and 0.5% above $300,000. I do have a 'Young' investors model (< 35 ) where I charge $990 upfront and $99month.
David is always available whenever we ring with queries and patiently answers any of our questions. We are also very pleased with the way he has reorganized our portfolio and loans. He is very knowledgeable and we're very happy with all that he has done for us.
David is very methodical and precise. This was frustrating initially now we love it.
- Adviser status Bronze
- Number of reviews 2
- First year providing advice 2011
- Years of experience 12
- Master of Business Administration
Lifestyle Asset Management Pty Ltd51 Frenchmans Road
Randwick, NSW 2031
Lifestyle Asset Management Pty Ltd