Our annual investment management fees are based on a percentage of your investment assets under management. The minimum quarterly investment management fee is $500.
No additional fees are charged on assets greater than $5 million.
FIRST $5 MILLION
OVER $5 MILLION
Initial review of your financial situation, recommended asset allocation strategy and ongoing reviews and advice as needed.
Maintaining your target asset allocation strategy when the market causes it to shift is critical to a solid long-term investment plan.
Globally diversified core investment portfolios developed using low-cost asset class and index funds, adjusted to your personal situation.
Help keep your taxes lower with our tax loss harvesting and asset location strategies, so you can keep more of your money working for you.
Advice in determining and implementing your retirement cash flow distribution needs or pre-retirement accumulation strategies.
Online portal to monitor your managed accounts, asset allocation strategies, transactions and quarterly Firstmetric performance reporting.