Yogesh Sandell is a CFA-designated registered investment advisor at Cibc Global Asset Management, based in Toronto. Yogesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include 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
CIBC GAM charges institutional clients a management fee based on a percentage of the assets they manage. The fees are calculated monthly and billed quarterly. The specific fee depends on the investment strategy, the size of the account, and the servicing requirements. There is also a minimum annual fee that varies by strategy. Some clients may also be charged a performance-based fee.
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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Current Registrations
Cibc Global Asset Management
State Registrations1 state
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