We believe investment fees should be clear and easy to understand.
Glen Elgin Investments operates as a capital growth consultancy. We research, identify, and present investment opportunities to clients, with the objective of growing capital over time through a disciplined, research-driven approach.
Glen Elgin's performance-based model is designed so that our interests are aligned with investment performance, subject to the specific terms and conditions applicable to each investment arrangement.
Glen Elgin charges 2% of profit generated for the client. Where a client makes a profit, Glen Elgin charges 2% of that profit. If no profit is generated, there is no 2% profit-based consultancy fee.
The 2% consultancy fee applies to profit, not to the client's entire investment capital.
Example: Client Profit AUD 10,000 | Glen Elgin Fee (2%) AUD 200 | Client Retains AUD 9,800.
Another example: Client Profit AUD 50,000 | Glen Elgin Fee (2%) AUD 1,000 | Client Retains AUD 49,000.
We stand behind our recommendations because our interests are aligned with yours.
Investment returns are not guaranteed. The value of investments can rise or fall.
Before making an investment decision, investors should understand: what fees may apply, when fees may become payable, how performance is calculated, the circumstances in which fees may not apply, and any applicable terms, conditions or limitations.
Where a performance-based fee applies, the precise calculation and conditions are set out in the relevant investment documentation.
A performance-based fee does not remove investment risk.
The value of investments can fall as well as rise, and investors may lose capital.
Past performance should not be relied upon as an indication of future performance.
The 2% Glen Elgin profit-based consultancy fee is separate from normal market-related charges. Where clients purchase listed trading stocks on any market, normal applicable costs may apply, including stamp duty, transaction duties, brokerage, exchange fees, clearing fees, regulatory charges, custody or platform charges, and other charges imposed by the relevant market, broker or investment provider.
Applicable charges depend on the market, instrument, broker and transaction. Not every charge applies to every transaction.
A structured, long-term capital growth approach designed to build capital over time.
Glen Elgin researches and identifies investment opportunities across the markets and areas within its remit, including listed equities, pre-IPO and IPO opportunities, fixed-term structures, and private-market investments.
Opportunities are assessed and presented to clients so they can make informed decisions about whether an investment is appropriate for them.
Clients decide how much capital they wish to allocate based on their own circumstances, objectives, and risk tolerance.
The objective is not simply to make a single investment and walk away. The approach is designed around building capital over time.
The long-term objective is to build a portfolio where successful investments can generate capital that can subsequently be redeployed into further opportunities. This is an objective and a strategy, not a guarantee that investments will generate sufficient profits to finance future investments.
Where a portfolio performs successfully and additional capital becomes available, the objective is to gradually increase the amounts being deployed, creating a compounding cycle over time.
The intention is to create a compounding cycle over time: Capital, Opportunity, Profit, Reinvestment, Greater Capital Base, Further Opportunities.
BUILD, GROW, REINVEST, SCALE.
This is an objective and a strategy, not a guarantee of compounding returns or guaranteed profits. The value of investments can rise or fall.
Glen Elgin's profit-based consultancy model means our remuneration is directly connected to the generation of profit for the client.
If the client generates no profit, Glen Elgin does not receive the 2% profit-based consultancy fee. Our remuneration is tied to the generation of profit, not to the mere act of holding client capital.
If the client generates profit, Glen Elgin participates at 2% of that profit. This gives us a strong incentive to focus on the quality of our recommendations and the long-term growth of client capital.
We stand behind our recommendations because our interests are aligned with yours.
This model does not mean Glen Elgin can guarantee profits or eliminate investment risk. All investments carry risk, and the value of investments can rise or fall.
Have more questions? Visit our Frequently Asked Questions page, or explore our investment services.