Flat 0.50% management fee. No minimum investment required.


Here's how our low fees benefit your investments

Pricing

How much are you investing?
Include total amount of all Invisor Household accounts
How much will you contribute to your savings annually?
How long to reach your goal? (years)

Assumptions

Rate of return per year
Average Equity Mutual Fund Cost
Average Total Invisor Cost
Learn more

The purpose of this calculator is to help you plan your savings and understand the long term benefit of minimizing your total costs of investing. It is neither intended to predict portfolio performance, nor is it a guarantee of future performance. Actual investor experience may differ from the results shown above.

The various components of costs displayed above are estimates only. Actual costs may vary depending on the specific portfolio constructed. Fund MERs are based on information derived from the fund companies, which are subject to change at short notice. Average equity mutual funds cost in Canada is based on Morningstar's '2015 Global Fund Investor Experience Report'. The estimated total cost of investing with Invisor includes our management fee and product costs.

The graph and amounts displayed are obtained using the parameters input and deducting the costs of investing from the total rate of return per year. Cumulative returns are calculated by compounding the results on an annual basis, including any annual contributions to savings, which are assumed to be added in equal monthly contributions over the course of each year.

* The investment management fee is calculated based on assets under management. The investment management fee does not include management expenses charged by fund managers to the fund. Invisor's investment management fee is tax-deductible for any taxable (non-registered) investment accounts.

Questions? Visit our FAQ section for more information.


How much more you'll have when you reach your goal:

Invisor portfolio $
Traditional mutual fund portfolio $
Additional value of Invisor portfolio $

How much you'll pay in annual costs:

Invisor portfolio $
Traditional mutual fund portfolio $
Annual costs savings with Invisor $

Included in our services

  • A personalized investment strategy and portfolio built around your goals
  • Regular portfolio monitoring and rebalancing as required
  • Your portfolios are managed by our experienced investment professionals
  • Market updates and reviews of your portfolio's performance
  • No trading or administrative fees

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