Keith Dyck is a registered investment advisor at Wellington-Altus USA INC., based in Winnipeg, Manitoba. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 233 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellington-Altus USA provides investment management services for an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.25% and 2.75%, depending on the amount you invest, the type of services, and negotiations. You will also be responsible for management fees charged by mutual fund and SMA account managers, as well as other related costs. Wellington-Altus USA charges a minimum fee of $250 per quarter.
Location
201 Portage Avenue, 25th Floor, Winnipeg, Manitoba, R3B 3K6
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wellington-Altus USA INC.
State Registrations1 state
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