Discretionary Portfolio Management Services
Tulett, Matthews & Associates’ primary function is to deliver competent, unbiased and continuous advice regarding the sound management of your investments/portfolio while adhering to the following standard operating procedures:
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Determine your objectives, goals, needs and tolerance for risk
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Develop clearly written objectives and account agreement documentation
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Construct and monitor your portfolio to ensure a match with ongoing objectives
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Review and adjust investment weightings according to pre-defined models
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Report investment holdings on a monthly basis (through brokerage account reporting)
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Report semi-annual performance of all your accounts
Investment Management Fees
Investment management fees are calculated as a percentage of assets under administration. They are calculated and debited automatically from your account on a monthly basis. Investment management fees are tax-deductible for non-RRSP investment assets.
In addition to the TMA investment management fees (in the table to the right), asset class funds used by TMA also have investment management fees. These fees are charged directly at the asset class fund level. TMA is NOT compensated (does not receive any front end, back end, trailer, underwriting commission or any other form of commission) by any other party. TMA is compensated 100% by the clients they serve. This helps to ensure complete transparency and client loyalty. For more information on these investment management fees, please click here.
Additional Client Services
Tax Preparation Services Tulett, Matthews & Associates also provides tax preparation should you have the need.
Wealth Management Services
Financial planning, estate planning, insurance solutions and advanced tax planning can be coordinated and outsourced to leading industry experts based on your needs and the specific services you require. All fees associated with the services rendered are paid by you the client, directly to the service provider. Tulett, Matthews & Associates does not accept any referral fees or commission for introducing you to the industry expert. This ensures an unbiased recommendation and protects your interests while maintaining the integrity of the referral process.
Investment management fee schedule
$500K
Next $1.5 Million
Next $2 Million
Next $2 Million
Next $4 Million
