Mawer Investment Management provides discretionary portfolio management services to individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer works with clients to establish investment objectives and risk tolerance. Mawer also offers financial planning services, including retirement planning, estate planning, and cash flow management, typically as part of the overall advisory relationship.
Fee Structure
Mawer Investment Management charges a percentage-based fee on the value of your investments. The specific fee depends on the type of investment strategy and the size of your account. As an individual client, your account must have a minimum market value of U.S. $800,000 to qualify for the following fee schedules. A minimum fee of U.S. $10,000 per year will be charged.
Balanced Mandate:
- First $2 million: 1.00%
- Next $3 million: 0.70%
- Next $10 million: 0.50%
- Balance over $15 million: 0.30%
Income Mandate:
- First $2 million: 0.75%
- Next $3 million: 0.45%
- Next $10 million: 0.35%
- Balance over $15 million: 0.15%
Equity Mandate:
- First $2 million: 1.15%
- Next $3 million: 0.85%
- Next $10 million: 0.65%
- Balance over $15 million: 0.45%