Cannistra Financial Advisors Inc. offers investment advice and manages portfolios based on each client's specific needs. The firm works with individuals, small businesses, trusts, estates, and retirement plans. Investment advice is tailored to each client's goals, needs, and risk tolerance. Cannistra Financial Advisors Inc. does not have discretionary authority, meaning they need your approval before making trades.
Assets Under Management$56M
Clients81
Advisors1
Avg. per Client$690K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for assets over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...