Danavan George Levy
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
Fees may be waived for the first 90 days after automatic enrollment.
Fee Estimator
The Retirement Advice Service charges an annual advisory fee based on the following schedule: 0.50% on the first $50,000, 0.40% on the next $50,000, 0.30% on the next $150,000, and 0.20% on amounts over $250,000. For example, a participant with an account balance of $130,000 will be charged $540 annually. The fee is payable monthly in arrears and deducted directly from the participant's plan account. The advisory fee shall be waived for the first ninety (90) days following automatic enrollment in the Service.
Areas of Practice
Advisor Information
Office location
2360 Bristol Cir, Ste 100, Oakville, Ontario, L6H 6M5
Get directionsRegulatory History
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