Canopy Capital Group

Fee-Only (% of Portfolio)

GoldenX Company, operating as Canopy Capital Group, offers sub-advisory portfolio management services to investment professionals and financial advisors via an online platform. Canopy creates customized investment portfolios, primarily using fixed income securities, based on the selections and inputs provided by its clients (the investment professionals and financial advisors) on behalf of their underlying investors. Canopy does not have direct contact with the investors; the client is responsible for maintaining the relationship and determining the suitability of the investment strategy.

Assets Under Management$480M
Clients6
Advisors3
Avg. per Client$80M
Avg. per Advisor$160M

Fee Structure

Minimum Investment:$350K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...
Location

3 Advisors at this firm

Canopy Capital Group | TrueAdvisor