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Clients & Fees |
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CLIENTS
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Alan works with a limited number of clients so that he can provide them with a high level of attention
and service. His clients are active or retired business owners and senior executives who live mainly
in the Toronto and Victoria/Vancouver areas and who want to work with a trusted professional. They
have a minimum of $2 million available to invest and a minimum net worth of $5 million. Alan’s goal
is to help his clients live the best possible life by identifying and
solving their financial problems.
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FEES
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Fees are based on a percentage of the overall value of the
client’s portfolio. When determining the fee, the entire family
of accounts is considered and higher account balances are
charged a lower percentage according to a published schedule.
Fees are deducted quarterly from the accounts and are tax
deductible for nonregistered accounts. The minimum annual
fee is $45,000 (on $2 million).
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