Canopy Financial Solutions provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning is offered as a one-time or ongoing service, covering areas like investment, tax, retirement, college, and debt planning. Canopy Financial generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and private placements.
Assets Under Management$9.1M
Clients21
Advisors1
Avg. per Client$430K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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