BMO SmartFolio pricing

SmartFolio advisory fee

Minimum account size: $1,000

Read 29 Sep 2026 · bmo.com

Advisory fee

Quarterly in arrears, on the average of the three month-end balances

First $100,000 at 0.70% · Next $150,000 at 0.60% · Next $250,000 at 0.50% · Above $500,000 at 0.40%

Read 14 Nov 2026 · bmo.com