RW
CFA

Robert John Waldie

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
24 advisors
Number of Clients
2,613 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$100K

The standard advisory fee is 2.0% of net assets under management, billed quarterly in advance or arrears. Fees are negotiable based on client type, discretionary authority, assets under management, and other factors. The minimum account size is generally $100,000, but this is negotiable. Clients are responsible for additional investment expenses such as custodial charges and brokerage fees.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

200 Bay Street, Suite 2600, Toronto, On, M5J 2J1

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Sprott Asset Management USA INC.
April 2018 - Present · 7 yrs 9 mos
Sprott Global Resource Investments LtdBroker
April 2018 - Present · 7 yrs 9 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert John Waldie - Financial Advisor | AdvisorDiscover