Canaccord Genuity Wealth Management (USA) Inc. is a registered investment advisor and broker-dealer that provides portfolio management and investment advisory services. The firm designs personalized investment strategies tailored to each client's individual needs, risk tolerance, and financial objectives. Through its discretionary Portfolio Management Account program, Canaccord Genuity Wealth Management (USA) Inc. manages client investments on an ongoing basis using fundamental and technical analysis. The firm primarily serves individuals, families, trusts, estates, and corporate entities. Canaccord Genuity Wealth Management (USA) Inc. collaborates with an independent custodian to hold client assets and execute trades.
Fee Structure
Canaccord Genuity Wealth Management (USA) charges fees based on the value of the assets in your portfolio. These advisory fees are typically calculated as a percentage of your investments and are negotiated directly between you and your advisor, varying based on factors such as account size, services provided, and investment strategy. Fees are generally billed monthly in arrears. There is a minimum account size of $100,000 to open an account, though the firm may waive this requirement at its discretion.