Canaccord Genuity Wealth Management (USA) Inc. (CGWM USA) is a registered investment advisor and broker-dealer. CGWM USA offers investment advice tailored to your needs, risk tolerance, and investment goals. CGWM USA manages investment portfolios on an ongoing basis to determine whether changes are necessary based upon a change in your investment objective, risk tolerance or other factors. You have the option of investing through a commission-based brokerage account or a fee-based investment advisory program, or both.
Fee Structure
CGWM USA's advisory fees are calculated as a percentage of the value of your portfolio. The specific fee is negotiated between you and your investment advisor and can vary based on factors such as the advisor, the value of your portfolio, the complexity of services, the securities used, the investment strategy, and the level of administration requested. The advisory fee is shared between your advisor and CGWM USA. The fee is generally billed monthly.