With the Stan Clark Financial Team you pay a percentage fee based on the total market value of the assets we manage on your behalf, instead of commissions on every trade.
Using this method, our goals and objectives are consistent with yours: we get paid more as the value of your accounts grows. This aligns our financial interests directly with your performance.
By linking our fee to the value of the assets managed, not to the number and size of transactions, we eliminate transaction fees from adversely affecting investment decisions. Fees are fully disclosed and transparent.
The percentage fee is based on your family’s total investments held with our team. The more you hold, the lower your rate.
Annual fee percentage applied to the market value of your family’s investments with us1:
|Your family’s total investments ||Flat Fee* |
|Under $750,000 ||1.50% |
|$750,001 to $1,500,000 ||1.25% |
|$1,500,001 to $3,000,000 ||1.00% |
|$3,000,001 to $5,000,000 ||0.95% |
|Above $5,000,0002 ||0.90% |
Your fees pay for the full range of services and benefits offered by the Stan Clark Financial Team including Personal Financial Planning, helping you set asset allocation targets and other investment policy items, managing your investment portfolio including monitoring and adjusting your individual stock positions, advising and implementing the fixed income portion of your portfolio, re-balancing your portfolio to your targeted mix, all transaction costs, customized portfolio reviews and reporting, tax reporting, and generally helping you stay on track to reach your goals.
The value of a range of services like we provide, not including our stock selection systems with its potential to outperform market indexes, is estimated to average 3.00% per year. 3
1 No fee is charged for cash or money market funds.
2 For families above $5 million and with more than 30% in fixed income, we also offer a split-rate schedule, with slightly higher rates for equities (1.0%) and significantly lower rate (0.5%). for fixed income. For families above $10 million, we offer 0.90% for equities and 0.5% for fixed income.
3 Putting a value on your value: Quantifying Vanguard Advisor’s Alpha®, The Vanguard Group
Fee schedule is subject to change. Other conditions and restrictions apply. Additional fees may apply for specialized services such as wire transfers and transferring accounts. Please see CIBC Wood Gundy Fee Schedule for a full list of these fees.