NBC Securities provides financial and investment services, including investment management and financial planning. They offer several investment advisory programs, some sponsored by NBCS and others by RBC Capital Markets or third parties. These programs provide ongoing advice based on a client's individual needs and financial profile. NBCS also offers financial planning services for individuals and corporate clients, creating customized plans based on their financial objectives.
Fee Structure
NBC Securities offers investment management through various programs. The fees are based on a percentage of your assets, typically ranging from 0.50% to 2.50% annually, depending on the investment manager selected, the size of your portfolio, and the complexity of the services. Minimum program fees may apply. These fees generally cover the advisory services, investment manager fees, and transaction costs, but there may be additional charges for brokerage commissions, margin interest, and custody fees. Some programs offer trade allotments with no transaction fees, while others charge per transaction.