Assets Under Management
$1.5B
Number of Clients
992
Number of Advisors
7
Average Client AUM
$1.5M
AUM per Advisor
$210.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Canopy Wealth Management offers continuous investment advice, portfolio management, and financial planning services tailored to individual client needs. They manage accounts on both discretionary and non-discretionary bases. Financial planning includes retirement, tax, estate, and education planning. They also offer ongoing financial planning as a subscription service.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.5M | 0.80% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable depending on the size and type of account, level of service, and other factors.
8215 Greenway Boulevard, Suite 540, Middleton, WI, 53562