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Compared to a Typical Bank Mutual Fund
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Like every other investment, you pay built-in MER fees to fund companies in addition to WealthBar fees. You won't see this money deducted from your account, but we thought you should know about it.
| Safety | Conservative | Balanced | Growth | Aggressive | |
|---|---|---|---|---|---|
| ETF Portfolios | 0.19% | 0.23% | 0.25% | 0.26% | 0.25% |
| Private Investment Portfolios | 1.00% | 1.56% | 1.37% |
| ETF Portfolios | Private Investment Portfolios | |
|---|---|---|
| Safety | 0.19% | 1.00% |
| Conservative | 0.23% | |
| Balanced | 0.25% | 1.56% |
| Growth | 0.26% | |
| Aggressive | 0.25% | 1.37% |
Whatever questions you have, your dedicated WealthBar adviser will help you answer it. They'll always know your story.
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Your money is protected under the Canadian Investor Protection Fund, which insures your money in case of insolvency for up to $1,000,000 per account type. Read about how we keep your money safe in our blog post.
Most institutions charge a transfer fee, but we'll gladly refund this fee for transfers over $25,000 for a maximum refund $150. To get a refund, message your adviser. Unfortunately, we can't refund penalties on the early sale of mutual funds.
Never. We strongly believe in full transparency when it comes to how much you pay. We'll never take a dime in commissions.
Your account won't be invested in your portfolio until you reach $1,000. You can set up a recurring deposit that'll get you automatically invested when it reaches $1,000.
Here's what you can expect, based on the amount you invest across all of your WealthBar accounts.
| First $150,000 | 0.60% annually |
| Next $350,000 | 0.40% annually |
| Above $500,000 | 0.35% annually |
If Sally invests $25,000, her total yearly fee would be $150 (at 0.60%).