Canvas Wealth Advisors manages investment portfolios and offers project-based and ongoing financial planning for individuals, families, businesses, and private real estate funds. Canvas Wealth Advisors builds diversified portfolios using modern portfolio theory primarily through stocks, bonds, exchange-traded funds, mutual funds, and private real estate funds. The firm specializes in working with high net worth clients and tailors services to meet individual client goals and risk profiles. Canvas Wealth Advisors also offers retirement plan services to businesses.
Assets Under Management$930M
Clients553
Advisors9
Avg. per Client$1.7M
Avg. per Advisor$100M
canvaswealthadvisors.com ·www.instagram.com/canvaswealthadvisors/?hl=en ·www.linkedin.com/company/canvas-wealth-advisors
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are up to 1% annually, subject to a $5,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...