CALL

LOCATE

SAGE Connected Investings Fee Schedule

Assets

Fees

<$500M
2.00%
<$1.0MM
1.50%
<$3.0MM
1.25%
<$5.0MM
1.00%
<$10MM
0.75%
>$10MM
Negotiable

SAGE also provides an additional options writing service for non-registered accounts over $2,000,000.00. This strategy is proven to increase returns and cash flow while lowering portfolio volatility. We call this strategy “WOWS” (Writing Options With SAGE). The incremental cost of this strategy is 1.00%.

The management fee covers all discretionary portfolio management, trading, administrative, and custody expenses.

This fee is tax deductible for all non-registered assets.

Raymond James Ltd. is a member of the Canadian Investor Protection Fund.