Cannon Wealth Management Services offers personalized investment management and comprehensive financial planning for individuals, high net worth clients, families, trusts, estates, and retirement plans. The firm builds customized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, real estate investment trusts, private funds, and annuities, and may also recommend outside managers. Its financial planning covers retirement, education, estate, cash flow, taxes, and insurance needs. Additionally, some team members offer separate tax preparation and accounting services through an affiliate, as well as insurance and brokerage products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.68% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.43% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.18% |
| $3.0M - $4.0M | 1.05% |
| $4.0M - $5.0M | 0.93% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.68% |
| $10.0M - $12.5M | 0.55% |
| $12.5M - $15.0M | 0.42% |
| $15M+ | 0.30% |
Fees are negotiable based on account size, relationship nature, and complexity. Transition clients may have different fee schedules up to 1.80%.