There are fees associated with all types of investing. The fees associated with Milford Private Wealth are:
- A portfolio management fee on a sliding scale starting at 0.8% per annum on the gross asset value.
- Milford’s Unit Trust capped management fees, which range from 0.65% to 1.35% per annum on the gross asset value.
- Applicable Unit Trust performance fees, which are only charged when a fund exceeds its stated performance objective.