Canterbury Capital Wealth Management (CCWM) provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. CCWM manages investment portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and alternative investments. CCWM also offers retirement plan consulting services to businesses. CCWM tailors its services to each client's needs and objectives.
Assets Under Management$100M
Clients216
Advisors2
Avg. per Client$470K
Avg. per Advisor$50M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.35% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
CCWM can negotiate a fee rate that differs from the range set forth above for asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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