At Saxe Coburg, your management fee is calculated as a percentage of your portfolio’s value, with the rate decreasing as amount invested increases (sliding scale). 

• Custodian fee: An additional 0.20% per year, charged separately. 

• Tax benefit: Both fees are tax-deductible, reducing your overall cost. 

• Payment: Fees are automatically deducted monthly from your portfolio by the custodian, Adminis NZ Ltd. 

We believe in transparency, so if you’d like a personalised breakdown or a further discussion, please let us know.