Fees
Nexus offers its services directly to clients, without the branding and distribution costs typical to many investment "products." This approach creates a high degree of fit and accountability. It is also low cost, so clients keep more of their returns.
Our fees are competitive with other investment counsellors and materially lower than most mutual funds and broker wrap accounts. Depending on portfolio size and asset mix, our fees range from 0.6% to 1.25%. Fees are charged quarterly in arrears. There are no sign up or redemption fees. Modest incremental expenses apply for third-party custody. Fees and expenses are fully tax deductible in taxable portfolios.
The typical minimum client family portfolio for segregated account management is $2 million and $500,000 for our pooled funds.
Financial counselling is available at no incremental fee for clients investing
$1 million or more with Nexus, and on a fee-for-service basis otherwise.