Canopy Wealth Management offers investment advice and portfolio management tailored to individual client needs. They also provide financial planning services, including retirement planning, tax planning, insurance planning, and estate planning. Canopy offers ongoing financial planning as a monthly subscription service. They may use a third-party platform to manage held away assets.
Assets Under Management$1.2B
Clients601
Advisors10
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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 may be negotiable depending on the size and type of account, level of service, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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