Canterbury Investment Management is a registered investment advisor that manages client portfolios using the Canterbury Portfolio Thermostat ETF Strategy. This strategy is based on market trends and volatility. Canterbury manages accounts on a discretionary basis, making allocation changes based on market conditions. They also offer investment management services through their affiliated mutual fund.
Assets Under Management$70M
Clients48
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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