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Investment Management Services |
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Jordan Wealth Management Group recommends investment products under two categories of clients:
“ Active Investors”: Active investors want to own and be involved in the decision making on each specific investment – be it the choice of an individual stock, GIC, bond, mutual fund. In these instances, we provide advice to clients based on our proprietary model portfolios of specific securities.
“Passive Investors”: Passive investors want to have their funds professionally managed, but do not want to be involved in the day to day decisions of choosing one security over another. In these instances, we recommend one of four managed asset solutions based on asset size, highly tailored to your individual needs. These investment pools span numerous asset classes, investment styles, market capitalization's and geographic regions. A sophisticated due-diligence process is followed to select and monitor the best in class asset managers under each sub-specialty.
We at Jordan Wealth Management Group provide non-discretionary investment advice to our clients under two compensation options: |
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Under the traditional method of compensating your advisory team and firm for advice and ongoing service, you for the most part, pay in one of four ways
- Commissions for buying or selling securities e.g. Stocks
- Commissions built in to the yield on Fixed Income (GIC’s, bonds, etc).
- Trailer fees on mutual funds or WRAP mutual fund programs. Every mutual fund charges ongoing fees (known as MER or Management Expense Ratio) deducted from the fund before net returns – some of these fees are usually returned to your advisory team via “trailer fees” as compensation for ongoing advice and service.
- Various administration fees – e.g. Annual RRSP administration fee.
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| Under the fee based method of compensating your advisory team and firm for ongoing advice and service, you contact to pay only one fee billed quarterly in arrears, based on a percentage of your average asset values during the past quarter. You do not pay stock trading fees (there are liberal limits – to avoid “day trading”). You receive a higher yield or interest rate on fixed income investments. You are not charged various administration fees. The fee charged may be on a sliding scale that reduces as the value of your assets increases.Click Here for more details.
We believe in full disclosure of the compensation our clients provide us in return for the services we provide, and invite any inquiries for a more in-depth conversation. Click Here for a sample of traditional versus fee-based. |
Have a question? We have the answer, feel free to Contact us Today!
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