Ad Hoc Hourly Rate: $300
(Complimentary initial assessment provided to prospective new clients)
Financial Planning Only Engagement
| Initial Plan | $2,500 to $5,000 | Plus HST |
|---|---|---|
| Monthly Fee | $150 to $300 | Plus HST |
Financial Planning & Investment Advisory Engagement
(minimum assets of $300,000)1
| Fee Earning Assets | Tranche Fee3 | Blended Fee | Tranche Fee $4 | |
|---|---|---|---|---|
| First | $500,000 | 1.00% | 1.00% | $5,000 |
| Next | $500,000 | 0.80% | 0.90% | $4,000 |
| Next | $500,000 | 0.60% | 0.80% | $3,000 |
| Next | $500,000 | 0.40% | 0.70% | $2,000 |
| $2,000,000 & over2 | Flat | 0.65% | – |
- Minimum asset level may be waived for active accumulators under age 45 or where only investment advisory services are provided (i.e. no financial planning services are engaged or provided). Such exceptions will be solely at our discretion on a case by case basis.
- Fees negotiable for households over $5M.
- Manager fees for portfolio manager / products utilized are in addition to the above quoted fee schedule.
- All All management fees are subject to HST in the province of Ontario.