Cannoles Asset Management (CAM) offers investment advice, asset management, and other financial services. CAM provides continuous advice and makes investments for clients based on their individual needs. CAM offers recommendations regarding risk/reward profiling, investment selection, ongoing monitoring, statistical comparisons, asset allocation modeling, retirement planning concepts, and retirement plan distribution strategies. CAM may also offer financial planning advice.
Assets Under Management$5.2M
Clients14
Advisors2
Avg. per Client$370K
Avg. per Advisor$2.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Quarterly fee of 0.0625% to 0.25% (0.25% to 1% annually). Fees are negotiable based on the dollar value of assets, expected level of activity, task difficulty in providing contracted investment advisory services, and frequency of reporting requirements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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