Your annual costs cover the investment management, as well as the services we provide. Your cost generally includes the following services:
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Advice and consultative services;
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Investment management of your portfolio;
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Portfolio rebalancing as new money is added, or funds are withdrawn, or periodically to correct market drift;
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All transactions costs;
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Custody fees for assets held;
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Due diligence services provided;
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Comprehensive and consolidated reporting; and
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Administrative services.
For more information, or a quote on your portfolio, please contact George directly.
Peterborough, ON