Canadian Western Trust

Fee for Service

A fee-based compensation model for financial advisors

A fee for service account is an alternative to a commission-based account and offers financial advisors the opportunity to charge a pre-arranged fee for producing a financial plan.

The fee can be hourly, flat or a percentage based on the size of the assets.

Demonstrating our continued commitment to the independent financial advisor, CWT offers the most cost-effective fee-for-service solution in the industry including customized fee schedules, flexible payment options and a flat annual trustee fee.
  • Available for all account types
  • Customized fee schedule and flexible payment options for your clients
  • Flat annual trustee fee regardless of asset size
  • Easy to establish new accounts or upgrade existing accounts
  • Transparent disclosure of fees
  • Advisor and dealer determine fee

 

As an independent financial advisor, in addition to our fee-for-service model, you will enjoy:

  • Consolidated reporting
  • 24/7 access to CWeb (our online service), for comprehensive account inquiry
  • Assistance with relinquishing institution exit fees

Questions?

Learn how our Fee for Service accounts can help create a more transparent compensation model