Michael Wilkie
Michael Wilkie is a registered investment advisor at RBC Private Counsel (USA) INC., based in Vancouver, British Columbia, with 13 years of industry experience. Michael 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
2052 West 41st Avenue, 3rd Floor, Vancouver, British Columbia, V6M 1Y8
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the president of Amack Holdings LTD, a holding company for a mobile home park, since 2010. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
RBC Private Counsel (USA) INC.
State Registrations1 state
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