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TriDelta Experience |
Fee Schedule
"How do I know your investment advisor isn’t biased by commission rates?"
At TriDelta we work for you. Your goals are our goals, and when you make money we make money. Our fees are a function of the amount of investment, not the type. As an independent company, we do not benefit from selling one particular product over another. Recommendations by our financial planners are based solely on your needs and preference.
"What does it all cost?"
Research has shown that the majority of Canadians are unaware of the fees that they are charged for investment services. We believe in making it clear.
| FEE SCHEDULE |
| INVESTMENT |
TRIDELTA FEE |
AVERAGE FEE FOR
CANADIAN EQUITY
FUND (WITH LOAD)* |
| First $250,000 Invested |
1.95% per year |
2.53% per year |
| Next $500,000 Invested |
1.50% per year |
2.53% per year |
| Next $250,000 Invested |
1.25% per year |
2.53% per year |
Investment in excess of
$1 million |
1.00% per year |
2.53% per year
*Investor Economics |
| A portion of our fees can be tax deductible.† This advantage over mutual funds means that many clients will save more than 50% after tax, compared with the amount they are paying today. This can mean savings of several thousand dollars per year. |
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| †A tax professional can provide guidance for your particular situation. |
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