Alsida Canton is a registered investment advisor at Clbi Investments INC, based in Walnut Creek, CA, with 13 years of industry experience. Alsida operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.38% |
| $15M+ | 0.25% |
Fees may be negotiable for charitable or non-profit organizations, or in special situations (i.e., fixed income only accounts).
Fee Estimator
Location
100 Pringle Ave Ste 760, Walnut Creek, CA, 94596-7339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clbi Investments INC
State Registrations1 state
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