Advice and Stockbroking
$55/mth
Advice and Global Trading
$55/mth
Rivkin Separately Managed Accounts
Investment Amount
$50,000
Management fee per year
$800.00
Brokerage per year
$250.00
FAQs
We have a number of pricing options for the self directed investor. We have 9 strategies you can follow, and via Rivkin Select, you can follow 3, 5 or all of our portfolios with a monthly membership, which can be cancelled at any time. It costs $89, $119 and $139 respectively per month. This might be the cheapest way for you to try our product without any major up front investment. Once you identify the portfolios you will be following, ask about our pre-pay discounts for yearly memberships and bundles.
All of our ASX strategies can be traded through a Rivkin Stockbroking Account. This account allows you to trade fully paid shares that are listed on the ASX. If you are a beginner and your intention is to just trade ASX shares to start with, use this trading platform.
Rivkin Trader Account is the platform we use to access US stocks, other liquid instruments like FX and commodities, shorting and leverage (borrowing to invest) during your trading. Our US strategies will require you to have access to US stocks, our US Long/short strategy will require you to have access to shorting. So if you intend to use any of our US strategies, you might need the Rivkin Trader account to make sure you have all the functionality you need.
Costs of trading on both of these platforms can be found on the Advice and Trading page.
At Rivkin we do not provide personal advice. However we have a number of tools for self directed investors to use to make their trading easier.
PushTrade (TM) is one of these technologies which would allow you to select your strategy, allocate an amount of capital and switch the strategy on to be traded on your Rivkin Stockbroking Account or Rivkin Trader Account. From this point on you will receive monthly SMS and emails when there is a recommended trade and by using the link provided on the SMS message you can give us instructions to place these trades. Please note that a $4 service fee in addition to the platform trading fee applies for PushTrade for Australian shares traded through CMC Markets. PushTrade for Global shares traded through Saxo does not incur a fee.
If one click per portfolio per month is more than you'd like to do, then an alternative is to use the Perpetual Portfolios product - issued by Perpetual but using our strategies. This fund allows clients to select our strategies and benefit more from a set and forget approach. Perpetual charges a management fee and a performance fee for this product however cost of trading (brokerage) for each trade is significantly lower. Also by using this product the cost of Advice membership is also bundled into your management fee so based on your investment level this might be one of the most cost effective ways of getting exposure to our portfolios.
Our terms and conditions state that our introductory offers can be accessed only once. However all of our members can benefit from any other offers during their renewal times. Contact us to explore any currently available offers.
Why Choose Rivkin?
Rivkin membership provides simple, transparent and high-performing investments.
We have now established a diversified financial services brand. Further to offering research and general advice on local and global markets, we also specialise in asset management for wholesale investors, stockbroking and contracts for difference (CFD) dealing, as well as self-managed superannuation fund (SMSF) administration and general accounting services.
One simple aim is shared among Rivkin and our members: to help fund better lifestyles.
We achieve this aim by aligning the interests of our owners, employees and members by running live model portfolios and trading alongside each other. We all pay the same great rates offered by Rivkin’s dealing service, and we are all focused on trading profits.
Over 20 years of experience is securing the financial futures of our clients.
When you join Rivkin, you become part of our investment ‘family’ along with our owners and employees. We all have the same access to the same investment portfolios and products. We all pay the same low rates, and we are all focused on trading profits (nett of fees). This philosophy of trading alongside our members, as one big family, creates transparency. As all live positions held and traded by our model portfolios are reported in the members’ section of this website. As our business continues to grow, we measure our success by the growing wealth and improved lifestyles of our family of members.