Frequently Asked Questions
How much are your investment management fees?
Our fees are based on a percentage of your total assets under management (AUM), with no additional fees for trading. The Bullseye Strategy is also included at no extra cost.
| Investment Amount Range | Investment Options | Management Cost Structure |
|---|---|---|
| $250,000 – $749,999 | Individual ETF / Fund Portfolio, Individual Equities Available | Traditional / Fee Based (1.35%) |
| $750,000 – $1,499,999 | Individual Equities + ETF / Options, Accredited Investor Opportunities | Fee Based (1.15%) |
| $1,499,999 – $4,999,999 | Individual Equities + ETF / Options, Accredited Investor Opportunities | Fee Based (1.0%) |
| $5,000,000+ | Individual Equities / Options, Accredited Investor Series, Complimentary Will / Accounting | Fee Based (0.85%) |
What if my financial situation changes after the Bullseye Strategy is implemented?
Your financial plan is dynamic, adjusting with your evolving needs. We provide ongoing support to keep it relevant and effective.
Who benefits from the Bullseye Strategy?
Designed for business owners and professionals committed to financial autonomy—begin your journey with a free consultation.
How is Alpha Bull Canada different?
More than advisors, we’re your personal CFOs, emphasizing tax efficiency and growth, fostering long-term relationships.
Can you handle complex financial situations?
Absolutely! Our experts navigate even the most intricate scenarios, tailoring solutions to your unique demands.
How do I get started?
Schedule a free consultation to discuss your goals and explore if the Bullseye Strategy fits you.