Advice-Only
FEE-ONLY
- Recommended for DIY Investors
- Flat-Fee Service
- Comprehensive Financial Planning Service
- Starting at $3,500 +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%