Cannon Financial Strategists offers wealth management and financial planning to individuals, families, and institutions. They also provide consulting for institutional retirement plans. Their services include investment advice, financial planning covering areas like retirement, tax, insurance, and estate planning, and retirement plan advisory services for plan sponsors and participants.
Assets Under Management$1.4B
Clients934
Advisors28
Avg. per Client$1.5M
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $600K | 0.75% |
| $600K - $1.5M | 0.50% |
| $1.5M - $2.5M | 0.35% |
| $2.5M+ | 0.25% |
Fees for advisory services are negotiable in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
28 Advisors at this firm
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