Preferred Pricing

Mackenzie Private Wealth Solutions Preferred Pricing

Preferred Pricing from Mackenzie Private Wealth Solutions reduces the cost of investing as your wealth grows.

Highlights:

  • A minimum of $100K investment in any single series of a fund offered by Mackenzie qualifies for Preferred Pricing.
  • With $250K in household assets, minimums are generally waived on the amount required to be invested in any one series or fund.
  • Additional fee reductions automatically apply at subsequent aggregated household investment levels of $500K, $1M, $3M and $5M.

Mackenzie’s aggregation and householding policies are among the most flexible and accessible in the industry.

  • Combine all of your Mackenzie assets across multiple funds, series and class levels to qualify for fee reductions.
  • Receive price reductions sooner by combining your assets with family members who live with you.

Contact your advisor to learn more about Preferred Pricing.

FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. Mackenzie disclaims any responsibility for any advisor sharing this with investor.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.