MacNicol & Associates, based in Toronto, Canada, provides investment advice and manages portfolios for individuals, high net worth individuals, and other entities. They offer discretionary and, in limited cases, non-discretionary portfolio management, tailoring advice to client needs and goals. They may recommend sub-advisors specializing in alternative investments. MacNicol & Associates monitors portfolios continuously and rebalances as needed.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
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 $2.0M | 1.50% |
| $2.0M - $4.0M | 1.13% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Portfolio management fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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