Canopy Partners, founded in 2022, is a registered investment advisor offering services to families with significant wealth (typically over $30 million). They provide investment management, financial analysis and reporting, wealth strategy (estate and tax planning), charitable planning, and personal services. Canopy operates under a membership model, accepting new clients based on a 'goodness of fit' and referrals. They customize services to meet each family's specific needs, focusing on complex planning, investment, and generational wealth transfer.
Fee Structure
Canopy Partners' investment management fees are based on a percentage of the assets they manage for you. The fee starts at 0.70% and decreases as the total value of your portfolio increases. For investments they monitor but don't directly manage, there's a separate fee schedule starting at 0.20% and decreasing as the value of those assets increases. These fees are typically paid monthly.