Canby Financial Advisors provides personalized financial planning and investment management services to individuals, high net worth individuals, corporations, trusts, estates, private foundations, qualified retirement plans, and charitable organizations. Canby Financial offers both discretionary and non-discretionary investment management services. Financial planning services include retirement, education, estate, cash flow, tax planning, and insurance needs analysis.
Assets Under Management$0
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
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% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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