Canterbury Capital Wealth Management provides personalized wealth management, investment portfolio oversight, and financial planning services to individuals, families, and business entities. The firm builds portfolios using a mix of mutual funds, exchange-traded funds, individual stocks and bonds, and alternative investments tailored to each client's specific financial goals, risk tolerance, and time horizon. In addition to investment oversight, Canterbury Capital Wealth Management offers standalone and comprehensive financial planning covering business planning, cash flow forecasting, retirement projections, tax strategies, estate planning, insurance analysis, and charitable giving. The firm also assists corporate retirement plan sponsors with plan design, investment selection, and regulatory compliance. Affiliated entities under common control provide property and casualty insurance and tax and accounting services, creating potential conflicts of interest when these additional services are recommended.
Fee Structure
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% |
Fees are negotiable based on factors such as anticipated future assets, account composition, and relationship size.