Nolan Wood is a CFA-designated registered investment advisor at Canterbury Consulting Incorporated, based in Seattle, WA, with 26 years of industry experience. Nolan 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
1200 Fifth Ave, Suite 1725, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nolan works as an investment professional and advisor at Canterbury Asset Management (CAM) since July 2024. CAM provides investment advisory services similar to those offered by Canterbury Consulting, and Nolan's work for CAM is part of his overall work at Canterbury Consulting.
Employment History
Current Registrations
Canterbury Consulting Incorporated
Previous Registrations
Nicholas-Applegate Capital Management LLC
State Registrations4 states
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