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Paying For Our Services:

One Annual Fee*

10 million +
   0.50%   

5 million to 9,999,999

0.65%
2 million to 4,999,999

 

 0.75% 

  

1 million

 1.0%   

 

Our fee level is based on the aggregate market value of each client's related accounts, and is charged quarterly in arrears.

*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.

Minimum asset size $1,000,000.