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Fully Transparent Fees

I charge an annual fee equal to a percentage of assets under management. The fee varies depending on which custodian you choose.


I have a minimum annual fee of $5,000. I have no hard and fast asset minimums, but most of my clients have $1m+ in assets.

Tiered fee schedules for each custodian are listed below.

National Bank Independent Network
Bank-owned Custodian
(subsidiary of National Bank)
ASSETS UNDER MANAGEMENTANNUAL FEE
Less than $500,0001.15%
$500,000 to $1 million0.90%
$1 million to $2 million0.70%
$2 million to $3 million0.50%
$3 million to $4 million0.40%
On additional0.28%
BBS Securities – Virtual Brokers
Independent Custodian
(subsidiary of CI Inc.)
ASSETS UNDER MANAGEMENT
ANNUAL FEE
Less than $500,0001.10%
$500,000 to $1 million0.85%
$1 million to $2 million0.60%
$2 million to $3 million0.40%
$3 million to $4 million0.30%
On additional0.20%