Fees For Our Service
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Paying For Our Services.
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One Annual Fee*
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| 10 million+ |
0.50% |
| 5 million to 9,999,999 |
0.65% |
| 2 million to 4,999,999 |
0.75% |
| 1 million |
1.0% |
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Our fee level is based on the aggregate market value of each client's related accounts and is charged quarterly in arrears.
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*The annual fee that we charge on your money in non-registered accounts can be tax deducted and is charged in addition to discount rate transaction costs charged by the broker.
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We use a major charter bank as our back office, account custodian and broker. All assets under management are individual segregated accounts held in client name.
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| Minimum Asset Size $1,000,000. |
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