Cannon Wealth Group offers financial planning and investment management services. They work with individuals, high-net-worth individuals, and retirement plans. Cannon Wealth Group creates tailored investment strategies based on client goals and objectives. They also offer financial planning services covering risk management and estate conservation. The firm does not sell commissioned products.
Assets Under Management$12M
Clients26
Advisors1
Avg. per Client$460K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
These rates are for equity portfolios. Fixed income portfolios have lower rates: First $5M: 0.40%, Next $5M: 0.35%, Over $10M: 0.30%. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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