Canvas Wealth Advisors (CWA) offers investment management services on a discretionary basis to individuals, families, and businesses. CWA also provides financial planning and consulting services, either alongside investment management or as a standalone service, covering areas like education funding, retirement planning, and tax planning. CWA may delegate investment management to outside managers.
Assets Under Management$930M
Clients553
Advisors7
Avg. per Client$1.7M
Avg. per Advisor$130M
canvaswealthadvisors.com ·www.instagram.com/canvaswealthadvisors/?hl=en ·www.linkedin.com/company/canvas-wealth-advisors
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for wealth management services are generally based on account size and level of service provided at an annual fee of up to 1% subject to a minimum $5,000 annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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