Cantata Wealth Management provides personalized financial planning and investment management services. Financial planning covers areas like cash flow, tax, insurance, investments, and education funding. Investment management is tailored to each client's needs and objectives, with discretionary authority to manage accounts. Cantata Wealth may use sub-advisers and model portfolios. They also offer estate planning assistance.
Assets Under Management$66M
Clients22
Advisors3
Avg. per Client$3M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.65% |
| $20.0M - $25.0M | 0.55% |
| $25M+ | 0.55% |
Fees for assets over $25,000,000 are custom. Minimum assets under management is $2,000,000 and minimum annual fee is $20,000, but these may be waived or negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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