Beutel Goodman offers investment management services, specializing in portfolio management strategies for institutional investors, high net worth individuals, and retail investors. They provide access to various asset classes, including American, Global, International, and Canadian equities, as well as Canadian and US fixed income. Beutel Goodman manages wrap fee accounts and a family of public proprietary mutual funds. They tailor investment strategies to meet clients' specific goals and restrictions.
Assets Under Management$36B
Clients1,236
AdvisorsN/A
Avg. per Client$29M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Schedule applies to Private Client Group clients. Fees may be negotiable based on special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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