Cannon Advisors offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Cannon Advisors also provides financial planning, which includes investment planning, insurance, tax, retirement, college, and debt/credit planning. Financial consulting services are also available, offering advice on planning, asset allocation, cash flow, debt management, savings, and financial goal setting.
Assets Under Management$140M
Clients220
Advisors5
Avg. per Client$650K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are negotiable. Accounts under $100,000 are charged an additional $50 technology fee annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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