Canvas Retirement Planning provides investment management services where they manage client funds based on individual needs, risk tolerance, and tax considerations. They primarily advise on stocks, bonds, mutual funds, and ETFs. They also offer financial planning services on a limited scope, one-time engagement, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement planning, and tax strategies. Canvas Retirement Planning may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$2.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable at the adviser's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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