Frederick Moosherr is a registered investment advisor at Canopy Wealth Management, based in Birmingham, MI, with 1 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 601 clients with $1.2B 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 $500K | 1.20% |
| $500K - $1.5M | 0.80% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are charged quarterly in advance based on average daily market value. Fee schedules and account minimums may be negotiable based on account size, type, and service level.
Fee Estimator
Location
380 N. Old Woodward, Unit 290, Birmingham, MI, 48009
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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
Canopy Wealth Management
State Registrations3 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.
Exams
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