 Manager Vetting & Transition - Review Clients | | % Fee | Investable Assets | Fee per tranche | Cumulative Fee | | 0.25% | 0.00 | 499,999.00 | 1,250 | 1,250 | | 0.15% | 500,000.00 | 999,999.00 | 750 | 2,000 | | 0.10% | 1,000,000.00 | 1,499,999.00 | 500 | 2,500 | | 0.05% | 1,500,000.00 | balance | | |
The minimum fee for the manager vetting & transition process for individuals who have already gone through the review process is C$1,250. There will be additional fees for attending meetings with clients.  Manager Vetting & Transition | | % Fee | Investable Assets | Fee per tranche | Cumulative Fee | | 0.60% | 0.00 | 499,999.00 | 3,000 | 3,000 | | 0.30% | 500,000.00 | 999,999.00 | 1,500 | 4,500 | | 0.15% | 1,000,000.00 | 1,499,999.00 | 750 | 5,250 | | 0.075% | 1,500,000.00 | balance | | |
The minimum fee for the manager vetting & transition process for individuals who have not gone through the review process is C$3,000. There will be additional fees for attending meetings with clients. |
