Canter Wealth provides investment management and financial planning services. Services include individual asset management, retirement plan services, financial planning, and selection of other advisors. Canter Wealth tailors its advice to each client's needs and objectives, and clients are responsible for providing accurate and complete financial information.
Assets Under Management$280M
Clients258
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$750K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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