Canby Financial Advisors manages investment portfolios on a discretionary and non-discretionary basis and provides personalized financial planning services. Canby Financial creates customized asset allocations using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. Canby Financial generally includes financial planning at no additional cost for investment management clients. Canby Financial also provides non-discretionary retirement plan consulting services to businesses.
Assets Under Management$730M
Clients382
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees are negotiable based on relationship size, services rendered, and complexity. Accounts of direct family members sharing the same residence are combined for fee calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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