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Fee transparency

Client Centered

Clarity Builds Confidence

At Isle Wealth of Raymond James, we believe the best financial relationships are built on trust — and trust begins with transparency.

That’s why we’re upfront about how we’re compensated. You’ll always know what you’re paying, what’s included, and how our success aligns with yours.

How We’re Compensated

We offer flexible compensation structures designed to fit your needs and preferences.

Depending on your portfolio and planning requirements, your account may be set up on a fee-based, transaction-based, or planning model.

Each option is fully explained before we begin our work together.

For most of our clients, we use a fee-based structure — a simple annual percentage tied to the value of your account.

It’s clear, easy to understand, and keeps our goals aligned.

Your fee covers more than just investment management. It includes:
• Ongoing portfolio oversight and strategy adjustments
• Regular financial and retirement planning reviews
• Comprehensive reporting and personalized guidance
• Coordination with your tax, estate, and professional partners

Typical range:
• Canadian accounts: approximately 0.50% – 1.50% annually, depending on portfolio size, account type, and holdings.
• U.S. accounts: approximately 0.60% – 1.50% annually, depending on portfolio size, account type, and complexity.

Fees are tiered, meaning the larger your household portfolio, the lower the percentage you’ll typically pay.

A detailed breakdown of our tiered fee schedules for both Canadian and U.S. accounts is available upon request.

This is our least used compensation method, but it can suit certain situations — for example, when purchasing individual stocks or bonds.

In these cases, compensation comes through clearly disclosed commissions shown on your trade confirmations.

We’ll always review any costs with you in advance so there are no surprises.

When you engage us for standalone financial planning — such as a retirement roadmap, pension projection, or cross-border strategy —
we may charge a flat or hourly planning fee.

This is always discussed and agreed upon in advance so you know exactly what to expect.

Our Commitment to Transparency

We’re open about how we’re compensated because transparency builds confidence.

You deserve straightforward advice and fair value — no hidden fees, no jargon, no surprises. Just genuine partnership and trust, every step of the way.


No two clients are the same, and neither are our compensation approaches.

Let's talk about what's right for you