Nest Wealth

Nest Wealth stands out with its flat monthly fee model instead of a percentage. Fees range from $5/month to a maximum of $150/month, regardless of portfolio size.

For large portfolios, Nest Wealth is the cheapest robo-advisor in Canada. For example, on $500K, you pay $150/month (0.36%/year) instead of 0.50%+ at competitors.

• Fees: from $5/month (under $10K) to $150/month ($325K+)
• Minimum deposit: $0
• Accounts: TFSA, RRSP, RESP, RRIF, LIRA, non-registered
• Rebalancing and DRIP: included
• Transfer out: $0
• Portfolios: low-cost ETFs

The optimal choice for investors with $200K+ portfolios who want automated management at the lowest cost. For small portfolios, Questwealth is more advantageous.