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.

2 of 89 Financial Advice Providers with a Public Disclosure Statement on file at FA-NZ disclose this fee model. Data as of 2026-05-20.

Providers

Harbour Asset Management Limited
FSP 3241 No commission
View PDS PDF →
Sage Wealth Management Limited
FSP 1003386 DRS: IFSO 4 providers on panel No commission
View PDS HTML →

Other fee structures

Fee-only
Commission-only
Fee and commission
Mixed
Hourly rate
Fixed fee
Other / bespoke

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.