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Fees don’t drive relationships but they’re definitely a consideration when evaluating your investments. As part of your process you have to determine who offers what, for how much and therefore know that not all investments are created equal, especially when it comes to fees.

At EdgePoint, instead of offering price breaks at different thresholds, we offer one low fee to all of our Series F investors. That one fee is very competitive with what’s offered by other firms but typically available only to those with at least $100,000 to invest.

We focus on keeping things simple. Besides the same Series F fee for everyone starting at $20,000, we’ve had the same four funds since the start and still avoid any unnecessary costs that aren’t mandatory or beneficial to our investors.

No matter how much money an investor has, the less they spend on fees, the more they earn and save.



Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Copies are available from your financial advisor or at www.edgepointwealth.com. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. This is not an offer to purchase. Mutual funds can only be purchased through a registered dealer and are available only in those jurisdictions where they may be lawfully offered for sale. This document is not intended to provide legal, accounting, tax or specific investment advice. Information contained in this document was obtained from sources believed to be reliable; however, EdgePoint does not assume any responsibility for losses, whether direct, special or consequential, that arise out of the use of this information. Portfolio holdings are subject to change. EdgePoint mutual funds are managed by EdgePoint Investment Group Inc., a related party of EdgePoint Wealth Management Inc. EdgePoint® and Owned and Operated by InvestorsTM are registered trademarks of EdgePoint Investment Group Inc.