What does it cost to have my investments managed by Triasima?
Unlike many mutual funds that charge two percent or more of the assets under management plus transaction fees, Triasima offers personalized segregated account management for one percent or less (depending on the size of the account) with a minimum fee of $5,000 per year. Transaction charge can add approximately 0.16% to the cost depending on the product. In taxable accounts fees and transaction costs are tax deductible (unlike mutual funds). Triasima pooled funds have an all-inclusive charge of 1.25% in the case of the Canadian Small Cap Equity fund and 1.5% plus performance bonus for the Canadian Long/Short Equity fund.
