Cantlon Financial Planning offers personalized investment management services. This includes helping clients determine their financial goals, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Cantlon Financial Planning does not sell commissioned products.
Assets Under Management$130M
Clients99
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$1,600
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Clients in good standing as of January 1, 2001 pay an annual fee of 0.65%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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