Our Fee Breakdown
Clear Fees for Complete Retirement Guidance.
One fee, not tiered, charged from the first dollar.
Unlike most firms that charge higher rates on your first dollars and only reduce fees as your assets grow, we apply our rates to every dollar you invest from day one. This approach can save you thousands, today and over the long term.
Why Work With UsOur Fee Structure
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|
Our All-In Fee (Covers Planning + Investments) |
How Your Fee Is Allocated | ||
|---|---|---|---|
| Household Investable Assets | Total All-In Fee | Parallel Wealth (Planning) |
Investment Manager (Investments) |
| $750,000 - $2,000,000 | 1.50% | 0.75% | 0.75% |
| $2,000,000 - $4,000,000 | 1.20% | 0.60% | 0.60% |
| $4,000,000 - $5,000,000 | 1.00% | 0.50% | 0.50% |
| $5,000,000+ | 0.80% and decreasing with assets |
0.40% and decreasing with assets |
0.40% and decreasing with assets |
Your Fee Includes
Multiple plan updates throughout the year
4-6 proactive planning touchpoints annually
Direct access to your dedicated planning professional
Coordination with our team of PWFG planners
Retirement income and tax planning advice
Investment management oversight
Why Work With Us
Most Traditional Firms
- Investment-focused advice
- Limited tax planning
- Limited withdrawal planning
- Reactive service model
- Similar fees, fewer inclusions
Parallel Wealth
- Comprehensive retirement planning
- Tax-efficient income strategy
- CPP/OAS timing guidance
- Regular plan updates
- Proactive guidance year-round
Not sure your plan and investments are working together?
Book a strategy call to see if our approach is the right fit.
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