BMO Nesbitt Burns Securities Ltd. (NBSL) provides investment advisory, brokerage services, and financial planning. NBSL Investment Adviser Representatives work with clients to create personalized investment plans. They build portfolios based on the client's goals, risk tolerance, and time horizon. NBSL uses National Financial Services to hold client assets and process trades. Clients receiving investment advisory services can receive financial planning services at no additional fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
Standard Management Fees for Balanced and Growth Portfolios. Fees are negotiable. Standard Management Fees for Income Portfolios: - First $500,000: 1.25% - Next $500,000: 0.75% - Next $1 million: 0.50% - Next $3 million: 0.45% - Next $5 million: 0.35% - Over $10 million: 0.30%