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Fees.


We succeed together.

At Avenue, we’re committed to aligning our interests with those of our clients.
As far as we know, we’re still the only firm in Canada to cut our management fee if we don’t make you money.

There are no additional custodial fees.


Portfolios under $2 million:

Avenue’s Core Equity Portfolio
  • Fee that is aligned with performance:
  • 1.5%
  • Fee is cut in half in the year following a loss
  • A sliding performance fee of up to 1% can be earned if returns exceed 10% but capped at 20%
  • or
  • 1.25% Flat
  • The choice is yours
Avenue’s Bond Portfolio
  • 0.75%

Portfolios over $2 million:

Avenue’s Core Equity Portfolio
  • Fee that is aligned with performance:
  • 1.0%
  • Fee is cut in half in the year following a loss
  • A sliding performance fee of up to 1% can be earned if returns exceed 10% but capped at 20%
  • or
  • 0.9% Flat
  • The choice is yours
Avenue’s Bond Portfolio
  • 0.5%