NUMBER OF CLIENT RELATIONSHIPS

300 client relationships represented by 445 accounts.

ASSETS MANAGED

$210 million

MINIMUM ACCOUNT SIZE

$250,000 for actively managed Exchange Traded Fund (ETF) accounts.

FEES

Fees are charged on average assets under management quarterly in arrears.
Cougar Global’s fees are all-inclusive of investment management, electronic funds transfers into and out of accounts, and financial planning.
The sliding scale depends on the type/size of account.

TYPES OF ACCOUNT MANAGED

Individual and Family Accounts (Registered and Open)
Corporate Accounts
Foundations
Endowment Funds
Trusts