Portfolio Management Services

The Benefits of Managed Accounts

A managed account invokes the highest duty of care that a financial advisor can have to a client. We have a fiduciary responsibility to act in your best interest. You are entrusting us in advance to make investment management decisions that reflect your financial objectives and risk tolerance.

There are a number of advantages for you:

  • Efficiency. We can act without hesitation to take advantage of market movements, whether it be to preserve your capital in times of crisis or take advantage of growth opportunities.
  • Convenience. We can handle day to day operational matters without the need for frequent contact.
  • Cost Effective. We offer tiered pricing, allowing for an incremental fee percentage reduction as your assets grow.
  • Client-Friendly. No Hassle Pricing refers to the all-in pricing for managed accounts. We will pay the annual account administration fee where assets exceed $50,000.

We charge the following annual tiered percentage to clients who have ACPI Managed (PM) accounts: *

Up to $100,0001.50%
$100,001 to $250,0001.00%
$250,001 to $500,0000.90%
$500,001 to $1M0.80%
$1M to $2.5M0.75%

Benefits

  • Tax efficiency: investment counselling fees are tax deductible on non-registered accounts.
  • Potential cost savings realized through tiered pricing, allows your assets to grow.
  • We can act without hesitation to take advantage of opportunities and in times of crisis to act, which may help in protecting your capital.

Disclosures

Clients with less than $50,000 invested will pay their own account administration fees, currently $250 plus tax, which are in addition to account management fees.

* Fees are subject to change