Canter Wealth is a registered investment advisor located in La Jolla, California, that offers individual client asset management, retirement plan services, financial planning and consulting, and selection of other advisors. The firm uses fundamental analysis and factor-based investment strategies to build diversified, low-cost portfolios consisting primarily of exchange-traded funds, mutual funds, and fixed-income securities. Canter Wealth manages accounts on a discretionary basis and works with high-net-worth individuals, families, trusts, and business owners. The firm operates as a fee-only advisor and does not sell securities for commissions, though certain associated persons may offer separate real estate services through affiliated entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are negotiable based on client criteria and anticipated future assets. Accounts falling below the $750,000 minimum may be subject to a minimum quarterly fee of $1,875.