Assets Under Management
$275.8M
Number of Clients
258
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$39.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Canter Wealth provides individual asset management, ERISA/retirement plan services, and financial planning. They use asset allocation models and emphasize continuous personal client contact. They may recommend other professionals for implementation purposes, but clients retain discretion.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $2.0M | 0.01% |
| $2.0M - $3.0M | 0.01% |
| $3.0M - $5.0M | 0.01% |
| $5.0M - $7.0M | 0.01% |
| $7.0M - $10.0M | 0.01% |
| $10.0M - $15.0M | 0.01% |
| $15M+ | 0.01% |
Lower fees for comparable services can sometimes be available from other sources.
7825 Fay Avenue, Suite 140, La Jolla, CA, 92037