Fee Schedule Per Annum
| Initial Account Size | All-Cap Canadian Equity |
Small Cap Equity |
Global Diversified Equity |
| 1st $1,000,000 | 1.50% | 1.50% | 1.50% |
| From $1–$5 million | 1.25% |
1.25% |
1.25% |
| From $5–$10 million | 1.00% |
1.00% |
1.00% |
| $10 million plus | negotiable |
negotiable |
negotiable |
A minimum fee per family or corporation of $5,000 per annum applies.
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Note: These fees are tax deductible. |
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A performance-based incentive fee schedule is available for accounts of $15 million and more. |
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Wise Capital Management is compensated 100% by its clients for its dedication to independent discretionary management. Wise Capital does not receive any commissions or any other form of payments. |
