Donald Loree is a registered investment advisor at RBC Private Counsel (USA) INC., based in Toronto, Ontario, with 13 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,967 clients with $7.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Private Counsel (USA) offers three investment management programs, each with a maximum fee of 2.75% per year. The fees include trade execution and custodial services. The A+ and Access programs also include compensation to sub-advisors or investment managers. The Private Investment Management (PIM) program is managed directly by an Investment Counsellor. Fees are calculated based on the daily market value of assets and charged monthly or quarterly. An early termination fee may apply to the PIM program if the relationship ends within the first year.
Location
Royal Bank Plaza, South Tower, Suite 3900, Toronto, Ontario, M5J 2J2
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
RBC Private Counsel (USA) INC.
State Registrations1 state
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