Zavitz and Sykora Financial Strategies is a fee-based wealth management firm
- New clients are not charged any fees for financial planning – financial planning is offered to clients who invest with us.
- Ongoing investment management fees are charged to your investment accounts to pay for ongoing planning and maintenance of your accounts. These fees are competitive and follow a sliding scale whereby the more you invest, the less you pay as a percentage of your assets.
- We receive sales commissions on the sale of insurance products. These commissions are determined by insurance companies. A fee-based option does not yet exist for insurance.
All fees are disclosed and approved by you before any fees being charged. Other professionals with whom you or we collaborate, such as lawyers and accountants, bill you directly for their services.
Investment Management Fees
Annual Fee (% of assets managed)
$1 – $100,000
$100,001 – $500,000
$500,001 – $1,000,000
$1,000,001 – $3,000,000
Amounts over $3,000,001 +
Fees include all financial advice services, financial planning services and management of investments on an ongoing basis. HST is added to the fee.