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Management Fees

Fee is a proportion of managed assets

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Does Cost Matter?

There are two ways to  invest in capital markets. The most prevalent way for retail investors is active management with a team of professionals reviewing information, trends and companies, and then making buy-and-sell decisions for like-minded unit-holders. The other way is passive management which aims to track a benchmark. The big difference is that passive products…

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Tapered Fees

Household Account SizeTotal FeeAvg RateUnder $250,000$      3,500.00$        250,000.00 $      3,500.001.40%$        300,000.00 $      3,900.001.30%$        350,000.00 $      4,300.001.23%$        400,000.00 $      4,700.001.18%$        450,000.00 $      5,100.001.13%$        500,000.00 $      5,500.001.10%$        550,000.00 $ …

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A Fee-Based Practice

In building portfolios, I primarily use (F Class) Offering Memorandum (OM) products and Exchange Traded Funds (ETFs).  The fee is in proportion to the size of total household investable assets and is reviewed and renewed annually.  It is set at $3,500 on all assets up to the first $250,000; 0.8% on all additional household assets…

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