OUR FEES
We Pride Ourselves on Our Competitive Fees
We know that many factors contribute to investing success. Although we cannot control every factor, we can control the price charged for our portfolio management. We aim to charge less than other comparable institutional wealth managers. We offer robust services beyond our Kaleo portfolio, like retirement and estate planning.
Transparent Pricing Through a Tiered Fee Structure
We utilize a tiered fee structure charged monthly and based on your total assets under administration. From a fees perspective, working directly with a Portfolio Manager is different than purchasing a mutual fund or dealing with an investment advisor/broker. We know fees are important to our clients, so we are committed to being transparent as well as competitive. Qube charges a monthly management fee that is reported on your statement. Custodial charges, including fees to trades securities, are separately charged and reported. We aim to keep all custodial and trading charges under 0.10-0.25% per annum wherever possible. Fees will be displayed clearly on your statement.
Stick With Us—It Pays Off!
* Standard Accounts: Include RRSP, LIRA, RRIF, TFSA, LIF, TFSA, Non-Registered, Joint and Corporate ** Non-Standard Accounts: Pension Trust, Foundation & Other Non-Standard Accounts
If affordable pricing is important to you, let’s start a conversation about what we can do for your financial journey.
OUR FEES
We Pride Ourselves on Our Competitive Fees
We know that many factors contribute to investing success. Although we cannot control every factor, we can control the price charged for our portfolio management. We aim to charge less than other comparable institutional wealth managers. We offer robust services beyond our Kaleo portfolio, like retirement and estate planning.
Transparent Pricing Through a Tiered Fee Structure
We utilize a tiered fee structure charged monthly and based on your total assets under administration. From a fees perspective, working directly with a Portfolio Manager is different than purchasing a mutual fund or dealing with an investment advisor/broker. We know fees are important to our clients, so we are committed to being transparent as well as competitive. Qube charges a monthly management fee that is reported on your statement. Custodial charges, including fees to trades securities, are separately charged and reported. We aim to keep all custodial and trading charges under 0.10-0.25% per annum wherever possible. Fees will be displayed clearly on your statement.
Stick With Us—It Pays Off!
We also provide you with a 0.3% loyalty discount automatically after your first 36 months of investment. For us, relationships matter and a loyalty discount is one way we say thank you to our clients. You can discover more ways we make it matter by clicking here.
* Standard Accounts: Include RRSP, LIRA, RRIF, TFSA, LIF, TFSA, Non-Registered, Joint and Corporate ** Non-Standard Accounts: Pension Trust, Foundation & Other Non-Standard Accounts