BMO SmartFolio qualifications and fees

Asset value
Annual Rate
First $100,0000.70%
Next $150,0000.60%
Next $250,0000.50%
Above $500,0000.40%
For example, if Paul invests $275,000, his total yearly fee would be $1,725.
Here’s the breakdown of how he’s charged:
  • First $100,000 at 0.7% = $700
  • Next $150,000 at 0.6% = $900
  • Next $25,000 at 0.5% = $125
You can start investing with a minimum of $1,000

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