Donald Lopiccolo is a CFA-designated registered investment advisor at Canterbury Consulting Incorporated, based in Newport Beach, CA, with 13 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 167 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canterbury Consulting offers investment advice and management services, with fees based on a percentage of the value of your investments. The percentage charged varies depending on the service platform used: Advisory Services, Outsourced CIO Services, or Family Office Services. The more assets Canterbury manages for you, the lower the percentage you'll pay. There is also a minimum fee that applies, which is subject to negotiation.
Location
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404
Get directionsHistory
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 →Other Business Activities
Donald is a board member and member of the Finance and Investment committee at the California State University of Long Beach 49ner Foundation, dedicating minimal time. Since July 2024, he has also been employed as an investment professional and advisor at Canterbury Asset Management (CAM).
Employment History
Current Registrations
Canterbury Consulting Incorporated
Previous Registrations
Unionbanc Investment Services, LLC
State Registrations1 state
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.