CI Direct Investing charges a 0.6% portfolio management fee.
The fees are calculated daily and charged monthly (plus applicable taxes) from your client's account. The quoted fee is an annual percentage.
Our Fees at a Glance article provides a summary of the total fees charged to your client. This includes the portfolio MER, CI Direct Investing fee, and your Representative Planning fee. You can input your own information and fee on the form to tailor it to your business. It is a great reference page for your initial client presentation, providing a summary of the fees and portfolios offered through CI Direct Investing.
If you have any questions, please contact your regional representative or [email protected].