How We Charge For Our Services
Flat Fee - V 1.5% per annum or lower, based on assets under management
At the Vogel Butler Wealth Management Team, our clients value our ongoing portfolio strategy advice, proactive asset allocation approach and the financial advice we provide to them.
The flat management fee is charged quarterly or monthly and eliminates the worry over transaction costs. The fee is based on the value of the assets we manage for you and includes the following services:
Clients also benefit from higher institutional rates available on bonds and other fixed income products, as well as reduced mutual fund management fees and the lower fees available on Exchange Traded Funds (ETFs).
- All portfolio transactions;
- All financial, retirement and estate planning advice provided by us and the BMO Nesbitt Burns wealth management team;
- Regular portfolio and investment strategy reviews;
- Annual review and update of your overall financial strategy and progress towards goals.
Transaction Fees (for accounts of $1,000,000 and up)
Costs vary, based on the type of investment and the size of the transactions.