Our professional fees are based solely on the value of your portfolio. Always client-focused, we derive no benefit from trading for the sake of trading.
As your investment counsel, our professional fees are based on a percentage of assets under management and are never contingent on the number or value of individual transactions made on your behalf. This approach ensures that the securities you own are those best suited to your objectives.
Fee-based investment management helps reduce the kinds of conflicts of interest that can occur when investment firms sell financial products.
|EQUITY AND BALANCED PORTFOLIOS (including custodial fees)|
|1.25% per annum to $2,000,000|
|1.00% per annum on the next $2,000,000|
|0.75% per annum thereafter|