Percentage of funds under management financial advisers in NZ
Advice fees calculated as a percentage of the assets the adviser manages on behalf of the client. Typical in investment / wealth management. The disclosure statement names the percentage.
5 of 353 Financial Advice Providers with a Public Disclosure Statement on file at FA-NZ disclose this fee model. Data as of 2026-06-06.
Providers
- Harbour Asset Management LimitedView PDS PDF →FSP 3241 No commission
“You will be charged fees for investing in the Funds. Fees are deducted from your investment and will reduce your returns. If we invest in other funds, those funds may also charge fees. The fees you pay will be charged in the form of annual fund charges. Small differences in these fees can have a big impact on your inve…” — Harbour Asset Management Limited's PDS dated 2026-05-18
“The Company charges for ongoing advice and portfolio management only. All other costs (including independent custody, broking and foreign exchange transactions) are passed through to the client at cost with no margin taken by the Company.” — Sage Wealth Management Limited's PDS dated 2026-05-24
- Sbs Wealth LimitedView PDS PDF →FSP 3961 3 providers on panel Receives commission
“For the SBS Wealth Portfolio Service, clients are charged a percentage based tiered monitoring fee by us in connection to the giving of financial advice, ongoing administration and management of the investment portfolio selected. The monitoring fee applies only to the portion of the portfolio(s) value within the dollar…” — Sbs Wealth Limited's PDS dated 2026-05-23
Other fee structures
Methodology
Fee-structure classification is extracted by Claude Sonnet from each FAP's Public Disclosure Statement (FMC Act 2013 s431). Confidence tier C (LLM-extracted). For the authoritative wording, view the original disclosure linked next to each entry.
FA-NZ is a directory mirror, not a regulator. We do not provide financial advice. Always read a FAP's full disclosure before engaging.