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Contact Us

Susan O'Brien
Kathy Eliuk
Blair Baert
Robyn Carson

Tel: 403-503-7748

888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5

Other Locations

7th Floor, 350 - 7th Ave. SW
Calgary, AB
T2P 3N9

Our Fees

We at the susanobriengroup believe in transparency of fees.

As a world class wealth advisory team we agree to care for your family's wealth through independent advice, integration of planning needs, and implementation of appropriate strategies.

Financial Planning fees are set at $6,500.00 (plus GST) per family group.

This involves 50 - 60 hours of planning and implementation work to craft extensive, customized solutions for your needs. Should you have more complex needs the fee is the same regardless of the number of hours needed.

Portfolio Management fees are based on your individual asset mix and the value of your investable assets.

Equity Assets: Fixed Income and Self-Directed Assets:
First $500,000 2.75% First $1,000,000 1.25%
Next $500,000 2.25% Next $1,500,000 1.00%
Next $1,000,000 2.00% Next $2,500,000 0.75%
Next $3,000,000 1.75% Next $5,000,000 0.50%
Next $5,000,000 1.50%    

The fee on a 50/50 balanced portfolio of $5,000,000 is 1.62%

Fees are inclusive of investment research, reporting, in person meetings, rebalancing, regulatory expenses, trading costs, custody of assets, RRSP fees, RESP fees, TFSA fees, commissions, legal, accounting and administration.

Fees are generally tax deductible outside of registered investments. 1.62% is .975% after tax.

Please note that because of strong demand for our services our minimum fee is now set at $20,000 per year.

Our pricing is competitive as compared to data from the Investment Funds Institute of Canada ('IFIC') or Management Expense Ratio's ('MERs').

'MERs range from less than one per cert per year (usually for certain low risk investments such as some money market funds) to more than three per cert (usually involving equity funds primarily comprising Canadian and International stocks).'

Average MER 2006 - Bond Funds 1.35% Balanced Funds 2.04% Equity Funds 2.2%