Our fee options

 

We are pleased to offer you several options related to the cost of your ongoing wealth management, as follows:

  • Transactional (a commission for each trade)
  • Fee-based (a percentage of your total assets under management)
  • WRAP accounts (a single, fixed fee)

We will provide you with a high-level understanding for each of the costing models listed above. However, only after careful review of your individual situation can we recommend a suitable wealth management model and provide specific information related to its costing.

It is important to know that all of our fees, regardless of the model chosen, will be fully disclosed and are always well within industry standards.