Cheryl Smith is a registered investment advisor at BMO Nesbitt Burns Securities LTD., based in Calgary, with 14 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,086 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
Standard Management Fees for Balanced and Growth Portfolios. Fees are negotiable. Standard Management Fees for Income Portfolios: - First $500,000: 1.25% - Next $500,000: 0.75% - Next $1 million: 0.50% - Next $3 million: 0.45% - Next $5 million: 0.35% - Over $10 million: 0.30%
Fee Estimator
Location
525 8th Ave SW, Suite 1100, Calgary, T2P 1G1
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
BMO Nesbitt Burns Securities LTD.
BMO Nesbitt Burns Securities LTD.Broker
State Registrations12 states
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