Canopy Wealth Management manages investment portfolios and provides personalized financial planning services for individuals, families, and business organizations. Canopy Wealth Management builds tailored investment portfolios based on each client's individual needs, risk tolerance, and time horizon, utilizing a variety of strategies including asset allocation, fundamental analysis, and technical analysis. In addition to investment management, Canopy Wealth Management offers comprehensive financial planning covering areas such as retirement income strategies, tax planning, credit evaluation, insurance reviews, estate planning, and education funding. Clients can choose ongoing financial planning on a subscription basis or standalone project-based financial planning. Canopy Wealth Management operates primarily from Wisconsin and serves a diverse client base including high-net-worth individuals, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are charged quarterly in advance based on average daily market value. Fee schedules and account minimums may be negotiable based on account size, type, and service level.