Rempart Asset Management

Fee-Only (% of Portfolio)

Rempart Asset Management offers investment management services to individuals, private corporations, and foundations. Rempart uses three model portfolios: Total Equity, Balanced, and Growth and Income. The firm creates tailored investment portfolios based on each client's circumstances, including existing holdings, income requirements, tax considerations, time horizon, and growth objectives.

Assets Under Management$710M
Clients467
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$710M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Rempart Asset Management | TrueAdvisor