SciVest Direct SMA Fee structure
Investment fees and expenses are the most important determinant of future relative investment performance and thus your ultimate financial wealth (for any given asset allocation). As a result, SciVest focuses on delivering the best investment experience with one of the lowest overall client cost structures amongst comparable investment services offered within Canada, especially in the $10,000 to $2,000,000 investment account segment. SciVest’s objective is to “democratize” institutional quality asset management at institutional prices for “regular” people.
SciVest’s current SMA Investment Management Fee Schedule is below. The Fee Schedule is based upon overall household relationship size, not individual account size(s). Individual client accounts (e.g., Cash, RRSP, RESP, RRIF, TFSA, etc.) can be any size – our only requirement is that your initial household relationship size with SciVest is at least $10,000.