{"id":190,"date":"2019-06-25T10:09:03","date_gmt":"2019-06-25T17:09:03","guid":{"rendered":"http:\/\/prosperityfund.ca.70-32-99-182.newharvestmedia.net\/?page_id=190"},"modified":"2026-03-18T13:46:36","modified_gmt":"2026-03-18T20:46:36","slug":"portfolio-management-services","status":"publish","type":"page","link":"https:\/\/bradbrainfinancial.com\/investments-acpi\/portfolio-management-services\/","title":{"rendered":"Portfolio Management Services"},"content":{"rendered":"\n<h2 class=\"has-text-align-center wp-block-heading\">The Benefits of Managed Accounts<\/h2>\n\n\n\n<p> 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.<\/p>\n\n\n\n<p>There are a number of advantages for you:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Efficiency. <\/strong>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.<\/li><li><strong>Convenience. <\/strong>We can handle day to day operational matters without the need for frequent contact.<\/li><li><strong>Cost Effective.<\/strong> We offer tiered pricing, allowing for an incremental fee percentage reduction as your assets grow.<\/li><\/ul>\n\n\n\n<p>We charge the following annual tiered percentage to clients who have ACPI Managed (PM) accounts: *<\/p>\n\n\n\n<figure class=\"wp-block-table aligncenter is-style-stripes\"><table><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">Up to $100,000<\/td><td class=\"has-text-align-right\" data-align=\"right\">1.50%<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">$100,001 to $250,000<\/td><td class=\"has-text-align-right\" data-align=\"right\">1.00%<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">$250,001 to $500,000<\/td><td class=\"has-text-align-right\" data-align=\"right\">0.90%<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">$500,001 to $1M<\/td><td class=\"has-text-align-right\" data-align=\"right\">0.80%<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">$1M +<\/td><td class=\"has-text-align-right\" data-align=\"right\">0.75%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Benefits<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>Tax efficiency: investment counselling fees are tax deductible on non-registered accounts.<\/li><li>Potential cost savings realized through tiered pricing, allows your assets to grow.<\/li><li>We can act without hesitation to take advantage of opportunities and in times of crisis to act, which may help in protecting your capital. <\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><\/h3>\n\n\n\n<p>* Fees are subject to change<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-190","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/bradbrainfinancial.com\/investments-acpi\/wp-json\/wp\/v2\/pages\/190","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bradbrainfinancial.com\/investments-acpi\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/bradbrainfinancial.com\/investments-acpi\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/bradbrainfinancial.com\/investments-acpi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bradbrainfinancial.com\/investments-acpi\/wp-json\/wp\/v2\/comments?post=190"}],"version-history":[{"count":18,"href":"https:\/\/bradbrainfinancial.com\/investments-acpi\/wp-json\/wp\/v2\/pages\/190\/revisions"}],"predecessor-version":[{"id":757,"href":"https:\/\/bradbrainfinancial.com\/investments-acpi\/wp-json\/wp\/v2\/pages\/190\/revisions\/757"}],"wp:attachment":[{"href":"https:\/\/bradbrainfinancial.com\/investments-acpi\/wp-json\/wp\/v2\/media?parent=190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}