Program Costs
Program Costs
Our program operates on a transparent and competitive cost structure, ensuring that every dollar invested is maximized for our clients. With an annual program cost percentage applied from the first dollar, there’s no tiered fee structure, which ultimately lowers overall management costs.
Whether your account is domiciled in Canada or the U.S., billing is straightforward: Canadian accounts are billed in CAD monthly, while U.S. accounts are billed in USD quarterly. Our high-water mark approach means you’re protected from paying a fee for poor performance or for the same performance twice, providing fairness and efficiency in cost management.
Portfolio Under Management ($)
$1M to $2.5M
$2.5M to $5M
$5M to $10M
$10M+
Annual Program Costs
1.25%
1.00%
0.75%
Negotiable