Scotia Partners provides investment management services to individuals, pension plans, and other investment advisors. Scotia Partners uses actively managed, tactical strategies based on quantitative and technical analysis. The firm allocates client assets among mutual funds, exchange traded funds, and common stocks. Scotia Partners does not provide financial planning, estate planning, insurance planning, or investment or non-investment related consulting services.
Assets Under Management$74M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000. Alpha Advantage strategy has a flat fee of 2.50% for any account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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