Michael Laven is a CFA-designated registered investment advisor at Canterbury Consulting Incorporated, based in Newport Beach, CA, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 167 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canterbury Consulting offers investment advice and management services, with fees based on a percentage of the value of your investments. The percentage charged varies depending on the service platform used: Advisory Services, Outsourced CIO Services, or Family Office Services. The more assets Canterbury manages for you, the lower the percentage you'll pay. There is also a minimum fee that applies, which is subject to negotiation.
Location
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a board member and involved in investment committees for the Orange County School of Arts Foundation since 2021, requiring minimal time. Since July 2024, Michael has also been employed as an investment professional and CEO at Canterbury Asset Management, a role included in his CEO position at Canterbury Consulting.
Employment History
Current Registrations
Canterbury Consulting Incorporated
State Registrations3 states
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