PPI Valet representatives can set a fee for each client between 0% - 1%. These fees pertain to assets under management for all the accounts the client has under that profile with the exception of the High Interest Savings Account. Fees are accrued daily and paid from the client's account every month.
Each representative and client relationship will be unique. PPI Valet representatives provide a variety of financial support services in exchange for the agreed upon Service Fee as outlined in the Service Fee Agreement between your client and CI Direct Investing. PPI Management considers it a best practice for all advisors to complete the Engagement Agreement with each client to ensure that all parties are familiar with their roles and responsibilities.
Typical areas of advice and service include:
- Cash Flow Management
- Tax Planning
- Insurance Planning/Risk Management
- Retirement Planning
- Estate Planning
- Education Planning
- Succession Planning
- Business/Corporate Planning