Canterbury Investment Advisors provides investment management services where clients decide which securities to buy or sell. Canterbury helps clients determine their investment goals, risk tolerance, and time horizon. They also offer a review of financial planning topics at no additional cost. Canterbury also holds seminars and workshops to educate the public on investments.
Assets Under Management$12M
Clients6
Advisors1
Avg. per Client$2M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee 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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