Richard Oleary

Shearson Financial Services offers investment management through RBC's programs. Fees are based on the amount of your portfolio and are charged quarterly.

RBC Advisor Program:

• $25,000 to $250,000: 0.55% per year
• $250,001 to $500,000: 0.50% per year
• $500,001 to $1 million: 0.50% per year
• $1,000,001 to $2 million: 0.45% per year
• $2,000,001 to $3 million: 0.40% per year
• $3,000,001 to $5 million: 0.30% per year
• $5,000,001 to $10 million: 0.20% per year
• Over $10 million: negotiable

RBC Unified Portfolio Program:

• $100,000 to $250,000: 1.50% per year
• $250,001 to $500,000: 1.40% per year
• $500,001 to $1 million: 1.30% per year
• $1,000,001 to $2 million: 1.25% per year
• $2,000,001 to $3 million: 1.15% per year
• $3,000,001 to $5 million: 1.10% per year
• $5,000,001 to $10 million: 1.05% per year
• Over $10 million: negotiable

Unbundled Managed Account Solutions Program:

• $250,001 to $500,000: 1.55% to 1.85% per year (depending on the percentage of funds in separately managed accounts)
• $500,001 to $1 million: 1.30% per year
• $1,000,001 to $2 million: 1.25% per year
• $2,000,001 to $3 million: 1.15% per year
• $3,000,001 to $5 million: 1.10% per year
• $5,000,001 to $10 million: 1.05% per year
• Over $10 million: negotiable