Canton Hathaway offers investment advice and portfolio management to individuals, families, trusts, and charities. Canton Hathaway also provides outsourced chief investment officer (CIO) services to pension plans and subadvisory services to other investment advisory firms. Canton Hathaway manages investments in stocks, bonds, mutual funds, and exchange-traded funds. For wealthier clients, Canton Hathaway may recommend investments in limited partnerships and private investment pools.
Assets Under Management$670M
Clients105
Advisors5
Avg. per Client$6.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may vary depending on the client relationship and may be waived or reduced at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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