Fees

We only charge a fee on the equity side of your portfolio. We think that’s fair.

While many other managers and brokers may charge a fee on the entire portfolio, we only charge a fee on the equity portion of the portfolio. The outperformance in your portfolio will come from the equity side, and it’s only fair to you that we charge our fees on the equity side of your portfolio.

Padlock’s Annual Standard Fee Schedule on all accounts
First $1 million 1.25%
Next $4 million 1%
Negotiable over $5 million

Professional fees are tax-deductible for non-registered portfolios.

Padlock Investments is ready to take on your investment portfolio. Ask us how!