Ammar Abu-Lughod

VectorGlobal IAG charges a percentage of the assets they manage for you. The exact percentage depends on the type of portfolio (Individual, Separately Managed Accounts, or Model Portfolios) and the amount you invest.

For accounts with a minimum investment of $500,000, the fees are:

• $500,001 – $750,000: 2.50% per year
• $750,001 – $1,000,000: 2.25% per year
• Over $1,000,001: 2.00% per year

For Model Portfolios with a minimum investment of $100,000, the fees vary depending on the portfolio type (Fixed Income, Conservative, Moderate, Aggressive, Aggressive Plus, Equities) and the amount invested. The fees range from 1.00% to 2.50% per year.

These fees are billed quarterly in advance, based on the value of your account at the end of the previous quarter. The advisory fee is negotiable, depending on individual client circumstances.