Understanding the management fees

Are you getting your money’s worth?

Welcome to ManagementFee.com. A website designed to raise awareness of the importance of financial expenses in the management of your investments and above all the added value that you are entitled to obtain in exchange for these expenses. Do not hesitate to share this page on your social networks, via messaging or text with love ones. You will be doing them a great service.

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Keith Donoghue, Assante Capital Management Ltd.

Understanding Management Expenses

It is now proven that the continued assistance of a wealth management advisor brings value to Canadian families. Last year CIRANO (interuniversity Research Center for Organizational Analysis) confirmed that in 15 years, investors who receive good advice generate 290% more assets than those who manage assets on their own.

Do you receive good advice in exchange for your management fees? Looking at the different statements of your investments, do you have the unpleasant impression of not getting what you pay for? Are your returns attractive? Are the employees of your institution sufficiently available to you? Are they there to assist you in tax matters? Have you proposed or planned financial projections and plans for them? Does your advisor view your wealth as a whole by linking it to your insurance, your pension plan, your estate, your children’s education savings, and your mortgage? Do you feel well supported by a trusted professional?

If you want to see more clearly and get a second opinion on your fees or the added value that you are entitled to get in exchange for the large sums you pay, you are in the right place. You can reach us directly by going immediately to the “Contact Us” section at the bottom of the page. Or, you can continue and “Test the Value” of your management fees. In a few clicks, you will receive a summarized assessment of your situation and suggestions for corrections to be made if necessary.

The management fees and consulting fees are not there for nothing. They should serve to generate valuable advice. If you see gaps, you have to look at them.

Analyze your management fees

Step 1 of 6 - Identification

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