Learn About Our Fees
When it comes to your investment returns, the fees you pay really matter. Overpaying in fees can reduce the value of your portfolio over time. Not to mention that every fee is subject to HST. Ultimately, the structure of your fees can have a major impact on your overall wealth. At Halton Wealth Management Investments, your wealth is our top priority. That’s why our fees are fully-transparent, negotiable, easily understood, and highly competitive.
Our experts at Halton Wealth Management Investments do not want fees to stand in the way of securing your financial wellbeing. That is why all of our fees are fully transparent. Your financial advisor will provide you with regular and detailed reports, keeping you up-to-date with constant communication. So you never have to wonder what you are paying for with our services. We believe that knowledge is power. Your financial advisor will educate you about what each of our services entails. If you don't learn what you are paying for, then you will never really know what value you are receiving for your money. Full transparency creates trust and means no surprises.
Negotiable Fee Structure
We want you to feel comfortable and confident with our financial investment services. You can work closely with your advisor to ensure that you are comfortable with the fees and understand them completely. Each of our client’s fees are negotiated based on the size of their portfolio and their specific needs. Our compensation isn’t tied to any commission generated from the sale of any investment products. This allows you to pay fairly for the value of the advice and service that you receive from us. We are proud to offer a Fee-for-Service Platform that aligns our interests with those of our investors. In some circumstances, your fees may even be tax deductible.
Understanding What You Pay
The fees related to your financial investment can be very confusing. Your advisor can help you identify the sum of all the fees you currently pay and show you how you can reduce them significantly. This includes both the disclosed advisor portion as well as the embedded portion. When working with us, you will have a clear understanding of all the fees you’ll be responsible for and what you receive for the money you spend. You have a right to know exactly what you are paying for, from advice from your advisor to the management of your portfolio, and more.
This is where our independence comes into play. When you communicate with Halton Wealth Management Investments, you are dealing with the owner of the firm. Not an employee. The owner of the firm has complete control over how the decisions are made and the ability to negotiate fees. We understand that clients work with us for the value we provide and the results they achieve, that’s why we think it is so important to take a personable approach to our services.