Growth Mode Page
Growth Mode Advisory Services
Full Investment Management Services including Investment Review Meetings.
Minimum Investment Management Relationship: $250,000.
On Demand advice on time sensitive Financial Planning matters which arise between meetings.
Annual opportunity to implement of Financial Planning strategy in one of the following areas:
- Investment Management Strategies
- Tax Planning
- Retirement Planning
- Insurance Planning
- Education Planning
- Business Retirement Planning
- Estate Planning
- Protection Planning
Investment Management Fee Schedule
Investable Assets | Percentage* |
$0,000 – $250,000 | 1.50% |
$250,001 – $500,000 | 1.35% |
$500,001 – $1,000,000 | 1.25% |
$1,000,001 – $2,000,000 | 1.00% |
$2,000,001 – $3,000,000 | 0.75% |
$3,000,000+ | 0.65% |
* Strategists fees (if any) may be in addition to Investment Management Fee. Fee Schedule is tiered. Fee schedule is subject to exceptions.