Michael Canzone is a CFP-designated registered investment advisor at Canter Wealth, based in La Jolla, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 258 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are negotiable. Accounts falling below $750,000 may be subject to a minimum quarterly fee of $1,875.
Fee Estimator
Location
7825 Fay Avenue, Suite 140, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Canter Wealth
Previous Registrations
Nautilus Advisors LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Fortis Investors, INC.Broker
State Registrations2 states
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