Cannon Beach Financial Advisors offers investment advice and financial planning to individuals, high net worth individuals, and small businesses. Their services include portfolio management (Core and Core Plus portfolios) and financial planning, covering areas like retirement, investments, taxes, and estate planning. The firm manages investments on a discretionary or non-discretionary basis, tailoring advice to each client's needs and goals.
Fee Structure
Cannon Beach Financial Advisors offers two investment management options, Core and Core Plus, each with two fee tiers depending on whether you also use their financial planning services (Tier 1 is discounted). Fees are based on a percentage of your portfolio's value.
Cannon Beach Core Plus:
- Tier 2 (without financial planning):
- Up to $500,000: 1.200% per year
- $500,001 - $1,000,000: 0.950% per year
- $1,000,001 - $2,500,000: 0.825% per year
- Above $2,500,000: 0.700% per year
- Tier 1 (with financial planning):
- Up to $500,000: 1.100% per year
- $500,001 - $1,000,000: 0.825% per year
- $1,000,001 - $2,500,000: 0.725% per year
- Above $2,500,000: 0.625% per year
Cannon Beach Core:
- Tier 2 (without financial planning):
- Up to $500,000: 0.975% per year
- $500,001 - $1,000,000: 0.750% per year
- $1,000,001 - $2,500,000: 0.650% per year
- Above $2,500,000: 0.575% per year
- Tier 1 (with financial planning):
- Up to $500,000: 0.850% per year
- $500,001 - $1,000,000: 0.650% per year
- $1,000,001 - $2,500,000: 0.575% per year
- Above $2,500,000: 0.500% per year
Active retirement plan assets are assessed an annual flat 0.38%.