Fee structure

Investment advice
Dolfinwise takes very seriously its relationship with its clients. We believe that the trust placed in us to manage and advise upon our clients financial affairs should never be taken for granted. Nor should it be compromised in any way. As a result of this firm belief, Dolfinwise is paid directly by its clients a fixed agreed amount each year for the services provided.   By avoiding trail commissions, kickbacks, volume rebates and other incentive payments form product providers, we ensure that our clients know that they can trust our advice to be provided in their best interests.The following fees apply to clients who Dolfinwise engages on a proactive basis:

Annual Fees
We charge an annual advice fee based on the amount and complexity of work involved:

Standard fee     $2,200 - $6,600
Business/Complex Clients  $6,600 - $11,000


We avoid investment commissions where possible and rebate them back to our clients. Where possible we negotiate volume rebates with product providers and rebate them back to our clients thereby reducing the cost of managing their portfolios.


Upfront fees
We charge an engagement fee to cover the work involved in advising a new client prior to them commencing on our ongoing advice service:

Standard      $1,650 - $6,050


Satisfaction Guarantee
When we present our Initial Statement of Advice, if the client does not believe that the value of our advice is more than the cost, then there will be no charge.

Personal Insurance advice
Insurance advice may be paid for directly by clients or some clients prefer us to receive our remuneration for the advice via a commission paid by the product manufacturer. This commission is usually worth about 1 year’s premium.

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