Foyston, Gordon & Payne (FGP) offers investment management and supervisory services on a discretionary basis. FGP's investment approach is bottom-up and value-oriented, focusing on buying quality securities at discounted prices. FGP manages portfolios across various asset classes, including Canadian, U.S., and international equities, as well as fixed income. FGP works with clients to accommodate their specific investment objectives and restrictions.
Assets Under Management$4.7B
Clients7,019
AdvisorsN/A
Avg. per Client$670K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The above individual client fee schedules are generally subject to a minimum annual fee of $12,500 for FGP pooled fund investment and $15,000 for segregated investment management. Fees and minimums may be negotiated or modified in FGP’s sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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