Fee
Structure
As truly independent and impartial advisors we are not incentivised to recommend specific funds. Instead, our clients pay for the complexity of their situation and the advice we deliver. This motivates us not only to provide advice that best suits their personal circumstances but to continually provide great advice as circumstances change.
Our philosophy is reflected by how we structure our fees.
Private Wealth Advisory Service retainer fee
A transparent flat annual fee that is determined by the complexity of your circumstances, not the amount of money you have to invest.
Investment Product fees
A percentage-based fee aligned to the funds under management. Because we do not bundle advice fees with product fees, we can provide the investment solutions at a reduced rate. Percentage based fees are scaled and reduce as the size of the investment increases.
At Quartz we operate a hybrid fee model
How is this different?
Our retainer fee model is very different to many other wealth providers in New Zealand. Most wealth advisers will charge an asset-based fee packaging together advisory, investment planning and investment management services. This traditional model means your service level and the fees you pay are aligned to the sum you have invested, not to what services you need or want.
We believe our hybrid model is fairer and more transparent.
