Advice-Only

FEE-ONLY

  • Recommended for DIY Investors
  • Flat-Fee Service
  • Comprehensive Financial Planning Service
  • Starting at $1,500 +HST per individual
  • Recommended for those who require assistance with investment management
  • Comprehensive Financial Planning Service
  • Financial Plan Review- At least two times a year
  • Fee charged based on Assets under Management

Fee Schedule for Fee-only Service

Assets Under Management ( per household)

Fees

Less than $1,000,000

1%

Between $1,000,001 and $5,000,000

0.75%

Greater than $5,000,000

0.5%