Cantlon Financial Planning LLC
Assets Under Management
$125.1M
Number of Clients
99
Number of Advisors
3
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$41.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
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
—
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Loading...
Location
IL, United States