Compensation Structure

Trust comes from clear communication and integrity with your word.

Trust is part of the foundation to forging a healthy relationship between investor and advisor. It is also the first step towards building a long lasting relationship and investment strategy that aims to achieve your financial objectives.

For trust to be established it is essential that your Investment Advisor inform you on how they will be working with you and how they will be compensated.

Traditional financial advisors are often compensated by commissions that come with selling products for the fund companies they work with. This can make them biased towards selling certain products that have commission terms most in their favor and thus they may not entirely align with your needs or your investment strategy.

With the MLD Management Group we offer a tier-based system, free of commissions, that covers all aspects of Wealth Management to ensure that our recommendations are unbiased and objective. We procure investments aligned to your financial goals, and we work to negotiate the best possible rates so you can get the most optimum return.

Total Assets Under Management
Annual Fee
$500,000 to $1 million
1.65%
$1 million to $2.5 million
1.5%
$2.5 million to $5 million
1.25%
$5 million+
1.00%
Institutional
TBD

* Paid monthly

 

Learn about ‘Our Client Experience’

Schedule an introduction with MLD Wealth Management and secure your financial future.

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Products and services of the national Bank Financial - Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Webiste is subs Website is subjectto change without notice. The communication does not constitute an offer or sold an offer or solicitation by anuone in any jurisdiction in which such an offer or solicitation is not authorized or to any prized or to any person to whom it is unlawful to make such an offer or solitation. Prospective investorsecrive investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction.