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Premium Advisory Services Fees

An individual holding her phone that shows a pie chart. The chart presents her family trust's portfolio.

How we charge for these services

For the Discretionary Investment Management Service, you will be charged an integrated service fee. The service fee will include all associated brokerage charges for the purchase and sale of securities held in the portfolio.

For the Managed Portfolio Service, you will be charged a service fee and broking charges will apply when you buy and sell securities*.

The service fee is for the monitoring of your portfolio, the advice provided by your adviser, as well as the ongoing administration of your portfolio.

Broking Charges for MPS portfolios:

The Broking table shows the maximum charges for different securities.


Brokerage guidance table
NZDX (Fixed Interest)Up to 0.75% per transaction (minimum NZD $75)
NZX (NZ Equities)Up to 1.25% per transaction (minimum NZD $75)
ASX (Australian Equities)Up to 1.50% per transaction (minimum AUD $90)
International EquitiesUp to 1.50% per transaction (minimum USD $80, GBP  £80, EUR €100

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