AC
AC

Andrew Edward Canter

10 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$275.8M

Fee Structure

Minimum Investment:$750K
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1.0M - $2.0M0.01%
$2.0M - $3.0M0.01%
$3.0M - $5.0M0.01%
$5.0M - $7.0M0.01%
$7.0M - $10.0M0.01%
$10.0M - $15.0M0.01%
$15M+0.01%

Lower fees for comparable services can sometimes be available from other sources.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7825 Fay Avenue, Suite 140, La Jolla, CA, 92037

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is the owner of The Canter Group, Inc. DBA Canter Companies, which provides real estate services. He dedicates about half of his time to this business and is also a licensed real estate broker in California, spending minimal time on brokerage activities.

Employment History
Current Registrations
Canter Wealth
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Wells Fargo Investments, LLC
March 2005 - June 2006 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.