The wealth advice industry is ever-evolving, and this is reflected in our fee structure:

 

  • Fair: You pay for the financial planning you receive and we get paid for the service we provide.
  • Transparent: You know exactly what you pay. You'll either be invoiced directly or see the fee deducted from your investment account. 
  • Flexible: If you want us to manage a large portfolio for you, we'll offer you economies of scale through very competitive asset-based fees. If you have little or nothing to invest with us, you still receive the same level of service by paying an hourly financial planning fee. Our minimum account size is $0.

 

Per the above infographic, our overall fees are double to triple what you would pay a Robo Advisor. We don't compete with discount brokers or robots and aim to provide far more service than you derive from them, and real personalized advice.
 
Too many Canadians are already paying extraordinarily high fees through their mutual funds at banks and other mutual fund dealers and to them we offer salvation: transfer your mutual fund portfolio of over $300,000 to our discretionary managed portfolios and you will get significantly more value, at a slightly lower overall cost.
 
Book a meeting now if Muhs Wealth Partners is right for you:
 
  • Our discretionary portfolio management is available to clients with a minimum $300,000 of investable assets. A fee as a percentage of assets, which declines in rate based on overall household assets under management, covers all portfolio management and financial planning costs. 
  • Fee for service (advice-only) comprehensive financial planning starts at $3000 + applicable taxes in the first year and in following years is billed hourly, as needed. This is for clients who either do not have the assets to meet the above minimum or who prefer to manage their own portfolio with some education and general guidance from us (no specific investment recommendations are given).
  • Modular planning is available through our Jumpstart program. Note that this is only to address specific areas of planning need and does not constitute comprehensive financial planning. There is also no introductory meeting available for Jumpstart, as we go right into planning from the get go. Find out more and begin the process here.
 

If you want to improve your personal financial situation but cannot afford fee for service financial planning or do not yet meet the minimum asset requirement mentioned above, sign up for our eNewsletter below. It's free, and you will receive e-mails twice monthly that will help you make better decisions with your money.

Start With a Plan

 

Every client of Muhs Wealth Partners receives comprehensive financial planning first and foremost. Based on the complexity of your situation, annual fees range, depending on the number of hours we commit to your financial planning per year. Your financial planning fees may then be paid for either directly, by issuing us a cheque, or via your portfolio management fees (see below) if you decide to have us implement your investment strategy.

Check out our Financial Planning page for more info on our overall process

Professional, Evidence-Based Discretionary Portfolio Management

 

You work hard for your money... why pay a considerable fraction of your wealth over the long term to banks or mutual fund dealers for the privilege of having them sell you their own high-cost products?

 

Not only do our highly competitive fees cover the active management of a truly purpose-built portfolio backed by historical evidence and academic research, but the fees also cover all financial planning services. Check out our Portfolio Management section for more info.

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