Compensation

The RaeLipskie Partnership’s portfolio managers are dedicated to prudent and trustworthy investment management on your behalf. Our compensation is a fee based solely on a percentage of assets managed. We receive no sales commissions nor compensation related to trading activity. We share with you a common goal: to make the value of your portfolio grow. When you gain, we gain.

Our fee is calculated as a percentage of the total market value of the assets under our management on a quarterly basis. The fees are invoiced monthly. Our fee schedule follows a declining percentage scale, i.e., the more assets you have invested with us, the lower your fee percentage can be.

For clients with more than one portfolio, the portfolios are merged for calculation of the fee, with a pro rata amount invoiced to each portfolio.

For taxable accounts, our fees are fully tax-deductible. We issue a receipt to you each year.