Canterbury Investment Advisors provides ongoing investment management and financial planning services to individuals, with a focus on high net worth clients. Canterbury Investment Advisors operates on a non-discretionary basis, meaning clients must approve all investment transactions before they are executed. The investment strategy emphasizes low-cost, passively managed institutional funds, global diversification, and fundamental analysis, while avoiding market timing. As part of portfolio management services, clients may also receive comprehensive financial planning covering estate plans, taxes, insurance, retirement income, and college planning at no additional cost. Canterbury Investment Advisors does not require a minimum account size to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1% based on total assets under management. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.