Cibc Global Asset Management

Fee-Only (% of Portfolio)

CIBC Global Asset Management (CIBC GAM) offers investment management advisory services to institutional clients. CIBC GAM manages client accounts based on their individual investment needs and restrictions. Investments may include cash, bonds, stocks, and other instruments. CIBC GAM seeks to understand each client’s investment needs and provides periodic reporting.

Assets Under Management$160B
Clients10,439
Advisors6
Avg. per Client$16M
Avg. per Advisor$27B

Fee Structure

Investment management only (planning not offered)

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.

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Location

6 Advisors at this firm

Cibc Global Asset Management | TrueAdvisor