Cantebury Capital Inc. provides financial planning and investment advisory services. They interview clients to understand their goals, resources, timeframes, and risk tolerance. Together, they create an Investment Policy Statement outlining the relationship and recommendations. Cantebury Capital implements the strategy, monitors progress, and provides quarterly reports. Communication is ongoing.
Assets Under Management$20M
Clients13
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Discounted fees are negotiable on aggregate accounts exceeding $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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