Canny Capital Management helps individuals manage investment accounts by setting and tracking goals and providing investment management. The firm focuses on value-oriented stock selection and ongoing portfolio management, balancing and rebalancing client portfolios as needed. Services are tailored to individual client needs, considering their broader financial situation and savings goals.
Assets Under Management$3.7M
Clients18
Advisors1
Avg. per Client$200K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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