Our fee structure is simple, fair and transparent. Why? Because that's what we would expect when engaging a professional adviser.
We charge two fees – one at the start of your engagement with Totara Wealth, and one for ongoing monitoring and advice of your investment portfolio:
- Initial Plan Fee: We charge an hourly rate for initial advice that includes a written plan. We provide an estimate of this fee before work begins.
- Ongoing Monitoring and Administration Fee: All of our plans include a recommended investment portfolio. We charge a percentage fee to provide ongoing advice based on the size of your investment portfolio.
That's it. Simple, fair and transparent.
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If you’d like to organise a meeting please call 03 548 9000 or complete our online form and we’ll call you to arrange a time.
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