Steve St-Germain
Steve St-Germain is a registered investment advisor at RBC Private Counsel (USA) INC., based in Pointe-Claire, Quebec, with 12 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum portfolio management fee is 2.75% per annum. Actual rates are determined at account opening based on a schedule and may be negotiable based on account size and securities purchased. A+ and Access programs include additional sub-advisor or manager compensation ranging from 0.05% to 0.65%.
Fee Estimator
Location
755 St. Jean Boulevard, Suite 500, Pointe-Claire, Quebec, H9R 5M9
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2016Employment History
Current Registrations
RBC Private Counsel (USA) INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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