Fees

Fees shown are as filed in our regulatory documents. This should not be considered a quote as fees differ based on the individual circumstances of each client.

• Maximum annual investment fee based on value of managed assets:
   
  
  • 1.25% - First $1,000,000
  • 1.00% - $1,000,001 to $2,500,000
  • 0.80% - $2,500,001 to $5,000,000
  • 0.70% - $5,000,001 to $10,000,000
  • 0.50% - $10,000,001 and over
  • Financial planning fees are included in the investment fee in most situations.
     
    
• Financial planning projects are available for a fixed fee.
   
  
• Limited scope projects and consulting are available on an hourly basis.