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