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Chalten Fee-Only Advisors Ltd. | Investment Management & Financial Planning
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Fees

Chalten operates a fee-only model. That means we are compensated directly by our clients and not through sales commissions from investment product providers.

We are happy to conduct an initial consultation meeting with you free of charge.

Ongoing Advisory Fees

Fees for Chalten’s services are usually charged as a percentage of assets under management (AUM) as follows:

  • on the first $500,000 = 1.0% per year
  • on the next $500,000 up to $1,000,000 = 0.80% per year
  • on the next $1,000,000 up to $2,000,000 = 0.60% per year
  • on the next $2,000,000 up to $4,000,000 = 0.40% per year
  • for amounts over $4,000,000 – please contact us to discuss.

Our fees include working with you on all of your initial and ongoing planning and investment management needs as well as access to us any time for advice on specific issues and questions.

We generally have a minimum fee of $5,000* per year but are happy to discuss your situation and/or more limited scope engagements. Note that a typical mutual fund in Canada might charge you fees and expenses of 2.5% per annum – which means a cost to investors of $12,500 per annum for a $500,000 investment. Our fees will be deducted from your brokerage account at the start of each quarter. In addition to our fees, you will incur other third party charges for items such as trading costs, mutual fund and ETF operating expenses and account fees for the maintenance of your accounts including custody and reporting. We work hard to ensure these extra charges are low so that your overall investment returns are as high as possible.

*Our minimum is flexible. We understand that some clients may be just starting their savings and investment journey and want to begin the journey sensibly. Please contact us – we are always happy to work with clients starting out or at least we can recommend an appropriate strategy to keep individuals away from the common pitfalls of investing! Initial consultations are always free.

Project Fees

For clients who choose not to engage us for investment services but who have financial planning issues they would like addressed, we charge you based on the complexity of your situation and what you’d like us to do. We are also happy to work with you on smaller, specific planning requirements on a case by case basis.

Before we begin any project work we will assess your specific situation and provide a quote for your project. Fees are payable in advance of the commencement of any work.

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We provide independent and fairly priced advice.

Our only source of compensation is directly from you.

A good financial plan will increase your confidence.

We employ an evidence based approach to investing.

Our approach contrasts that of many advisor services.

We help you feel empowered, confident and in control.

Chalten Fee-Only Advisors Ltd.

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Chalten Fee-Only Advisors Ltd. is registered as a
Portfolio Manager in British Columbia and Alberta.

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