FAQ
Q:
How much do you charge for your service?
We charge a monthly management fee based on annual fee rate 0.45%. The ETFs charge a very low fee which is embedded in the cost of the ETFs you will own.
Q:
What kind of trading commission will I incur with my account?
You will pay commission on trades made on your behalf. We have negotiated some of the lowest commission for our clients.
Q:
Are there custodial fees associated with accounts?
You will pay no custodial fees.
Q:
How are fees calculated?
Each month you are charged an advisory fee equal to 1/365 (1/366 on a leap year) of the annual rate multiplied by the net market value of your invested assets for each day in a month, multiplied by the number of days in a month your money was managed.
Q:
When do you charge your advisory fee?
Management fees for a particular calendar month are charged on the first business day of the following month. For example, the management fee for investing during the month of May 2014 was charged on June 2, 2014 (the first business day of June).
For more information, please contact us at info@smartmoneyinvest.ca
info@smartmoneyinvest.ca
647-985-ROBO (7626)
Smart Money Capital Management is registered with the Ontario Securities Commission as a Portfolio Manager. Securities in your account are protected up to $1,000,000 CDN through Virtual Brokers, the brokerage we use, which is a division of BBS Securities Inc. See www.cipf.ca for more details. By using this website, you accept our Terms of Use and Privacy Policy. Copyright 2016 Smart Money Capital Management Inc.
Past performance is no guarantee of future results. Any historical returns or expected returns may not reflect actual future performance. All securities involve risk and may result in loss. Read our Investment Risk Disclosure.
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