Canterbury Tollgate provides investment management services to individuals and institutions through separately managed accounts and a pooled investment fund. Canterbury primarily invests using a valuation- and quality-oriented approach, focusing on various assets and securities in domestic and international markets. The firm typically does not offer financial planning services, but will work with clients to address their unique needs.
Assets Under Management$51M
Clients10
Advisors2
Avg. per Client$5.1M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.20% |
| $1.5M - $5.0M | 0.90% |
| $5.0M - $15.0M | 0.70% |
| $15M+ | 0.50% |
Tail-hedge strategy fee is equal to the stated management percent plus 0.15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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