Jason Miller is a CFA-designated registered investment advisor at Bristol Gate Capital Partners INC., based in Toronto. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 724 clients with $1.5B 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 | 1.00% |
The annual base fee is 1.00% or less, as negotiated with the individual client or wrap fee program sponsor.
Fee Estimator
Location
45 St. Clair Avenue West, Suite 601, Toronto, M4V 1K9
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bristol Gate Capital Partners INC.
State Registrations1 state
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