Robert Canterbury
Robert Canterbury is a registered investment advisor at Dopkins Wealth Management, LLC, based in Williamsville, NY, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 312 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range from 0.50% to 1.50% per year depending on the size and complexity of the client’s accounts as well as services required. Accounts exceeding $2 million may be subject to lower negotiated fees.
Fee Estimator
Location
200 International Drive, Williamsville, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dopkins Wealth Management, LLC
Previous Registrations
Affinity Bst Advisors, LLC
Mercer Allied Company, L.P.Broker
Mercer Allied CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.