Assets Under Management
$64.6M
Number of Clients
58
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$32.3M
Compensation
Fee-Only (AUM)
Canterbury Investment Management offers discretionary investment management services through its Thermostat ETF strategy, managing portfolios based on market states. They also manage the Canterbury Portfolio Thermostat Fund. The firm uses various analysis methods, including charting, technical, cyclical, quantitative, and qualitative analysis. Clients can place reasonable restrictions on investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable on a client-by-client basis.
23 E Cedar St, Zionsville, IN, 46077