Yogesh Sandell is a CFA-designated registered investment advisor at Cibc Global Asset Management, based in Toronto, with 1 years of industry experience. Yogesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 10,439 clients with $160B 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 |
|---|---|
| Any | 0.20% |
Fees vary by strategy, ranging from 0.03% to 0.09% for index strategies, 0.20% to 0.65% for equity strategies, and up to 0.80% to 1.00% for multi-asset absolute return strategies. Unconstrained active currency strategy charges 14% to 15% of targeted value added. Performance-based fees and fee breakpoints apply based on the client's investment management agreement.
Fee Estimator
Location
81 Bay Street, 12th Floor, Toronto, M5J 0E7
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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
Cibc Global Asset Management
State Registrations1 state
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Exams
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