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SAGE Investment Advisors Fee Schedule

SAGE Growth Equity Model:

Assets

Fees

<$500M
2.00%
<$1.0MM
1.50%
<$3.0MM
1.25%
<$5.0MM
1.00%
<$10MM
0.75%
>$10MM
Negotiable

SAGE Balanced Model:

Assets

Fees

<$500M
1.50%
<$1.0MM
1.15%
<$3.0MM
0.95%
<$5.0MM
0.75%
<$10MM
0.55%
>$10MM
Negotiable

This is the only fee you pay for discretionary accounts. The fee covers all discretionary portfolio management, trading, administrative and custody expenses.

This fee is tax deductible for all non-registered assets.

Raymond James Ltd., member – Canadian Investor Protection Fund.