Kyle Coatsworth is a registered investment advisor at Burgundy Asset Management LTD., based in Toronto, Ontario. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,334 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burgundy Asset Management offers investment management through separately managed accounts and commingled funds. The fees vary depending on the investment strategy. Here are some examples of their annual fees for separately managed accounts:
- U.S. Smaller Companies Mandate: 1.00% on the first $150 million, 0.75% on the balance.
- U.S. Small/Mid Cap Mandate: 0.90% on the first $150 million, 0.65% on the balance.
- Asian (All Cap) Mandate: 1.00%
- Japan (All Cap) Mandate: 1.00%
- European (All Cap) Mandate: 1.00%
- Emerging Markets Mandate: 1.00%
- EAFE Equity Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the balance.
- Focus European Equity Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the next $300 million, 0.40% on the balance.
- Global Equity Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the next $300 million, 0.40% on the balance.
- Focus Asian Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the balance.
- Focus Japan Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the balance.
- U.S. Large Cap Mandate: 0.95% on the first $5 million, 0.50% on the balance.
- Canadian Large Cap Equity Mandate: 0.60% on the first $10 million, 0.40% on the balance.
- U.S. Mid Cap Mandate: 0.80%
Custodial arrangements and related costs are negotiated separately by the client directly with their custodian.
Location
Bay Wellington Tower, 181 Bay Street, Ste 4510, Toronto, Ontario, M5J 2T3
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Burgundy Asset Management LTD.
State Registrations1 state
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