Pricing

Simple Fees.
Exceptional Value.

A flat yearly fee, not a percentage of your wealth.

Because good investing shouldn't come with bad pricing.

Free

Free

$0/yr
  • US stocks, ETFs & crypto
  • Basic portfolio tracking
  • Paper trading
  • 2.75% cash yield
Plus

Plus

$100/yr
  • $10k annual free trades
  • 0.30% trading · 0.40% FX
  • 2.85% cash yield
  • 3 broker connections
  • Unlimited strategies
Pro

Pro

$250/yr
  • $100k annual free trades
  • 0.20% trading · 0.30% FX
  • 2.95% cash yield
  • AI assistant
  • Margin & short selling
Private

Private

$1,200/yr
  • $1M annual free trades
  • 0.10% trading · 0.15% FX
  • 3.15% cash yield
  • 1-on-1 expert guidance
  • Trading desk & private deals
  • 14-day free trial

Annual pricing. Save 20% vs monthly. All plans include SIPC protection. All prices in NZD.

See how much you could save

$
$

What you'd pay elsewhere, right now

On $250,000, a typical 1% AUM advisor charges $2,500/yr, and it grows as your balance grows.

eccuity Private

$1,200/yr flat

Your projected advantage with eccuity Private over 20 years

$548,918

vs. a traditional advisor · $820,352 vs. a managed fund

Projected Balance After 20 Years

eccuity Private$2,318,336
Traditional Advisor$1,769,418
Managed Fund + Advisor$1,497,984

eccuity Private

Projected Balance

$2,318,336

Total Fees Paid

$25,575

Management Fee: 0%

Trading Fee: 0.10%

FX Fee: 0.15%

Cash Yield: 3.15%

Platform: $1,200/yr flat

Traditional Advisor

Projected Balance

$1,769,418

Total Fees Paid

$279,917

Management Fee: 1.50% AUM, a typical full-service rate

Trading Fee: 0.50%

FX Fee: 0.50%

Cash Yield: ~1.00%

Platform: included in AUM

Managed Fund + Advisor

Projected Balance

$1,497,984

Total Fees Paid

$414,817

All-in Fee: 2.50% AUM

Trading Fee: 0%

FX Fee: 0.30%

Cash Yield: ~0.50%

Platform: included in AUM

Calculations assume 9% annual return on invested portion, 15% cash allocation, and the fee structures shown above. Actual results may vary. This is not financial advice.

Which membership is right for you?

Question 1 of 4

How much do you currently have in liquid investments?

Compare All Features

FreeFree
PlusPlus
ProPro
PrivatePrivate
Price/yr$0$100$250$1.2k
Free Trades$10k$100k$1M
Trade Fee0.40%0.30%0.20%0.10%
Cap/Trade$4$2
FX Fee0.50%0.40%0.30%0.15%
Yield2.75%2.85%2.95%3.15%
Brokers13
TrackingBasicAdvAdvFull
AI
Margin
Advisor
SIPC + excessUp to $75MUp to $75MUp to $75MUp to $75M

The actual cost

Our fees are only half the story

Membership is what we charge. The real number is the all-in cost: fees, tax, and the interest your cash earns. Our True Cost Index ranks every way to invest in New Zealand on exactly that, and eccuity sits on it, measured on the same ruler as everyone else.

Explore the True Cost Index →

Ready to keep more of what you earn?

Join investors who stopped overpaying for wealth management.

Get started free