Canopus Wealth Management (CWM) offers ongoing portfolio management services tailored to individual client goals, time horizons, and risk tolerance. CWM works with clients to create an Investment Policy Statement that sets asset allocation targets. CWM generally limits its investment advice to equity and fixed income investments. CWM requests authority to make trades without asking first.
Assets Under Management$80M
Clients43
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.30% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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