Our Fees 

 

In addition to our highly competitive fees, our clients also have added confidence in

knowing exactly what they are paying for.  

 

We have three service options curated for your different needs with transparent, straight-forward fee structures.

 

 

Comprehensive Wealth Management 

 

We are proud to offer a unique Fixed Maximum Fee structure. 
 
The calculator below will provide you with an estimate of our fees based on your asset level, up to a fixed maximum, and help you evaluate how much you would be saving with Physicians Wealth Advisory compared to the industry average.
 
Fees are tax deductible for non-registered assets including corporate accounts.
 
 

*results may vary due to the effects of tax and inflation

Financial Planning Only 

Fixed-Fee Service 

A one-time fee, based on the complexity of your personal financial situation.*
 
*Residents and newly practicing physicians receive a 30% discount

Hourly rate

We also provide financial planning advice on a per hour basis to those who already have a financial plan in place (from PWA or other) or who can provide a comprehensive overview of their financial situation.  This ensures that we fully understand your financial needs and opportunities in order for us to give you appropriate, comprehensive advice suited to your unique circumstances.

 

 

Financial Planning PLUS 

One time, fixed-fee for your financial plan (as above) PLUS recurring yearly fee for ongoing financial planning guidance (to a maximum of 8 hours per year).