Cannon Wealth Management Services offers personalized financial planning and investment management services to individuals, including high net worth individuals, and entities like family offices and trusts. Investment management is offered on both a discretionary and non-discretionary basis, tailored to each client’s objectives. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs. Clients are not obligated to implement recommendations.
Assets Under Management$250M
Clients411
Advisors5
Avg. per Client$600K
Avg. per Advisor$49M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.68% |
| $250K - $500K | 1.55% |
| $500K - $1000K | 1.43% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.18% |
| $3.0M - $4.0M | 1.05% |
| $4.0M - $5.0M | 0.93% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.68% |
| $10.0M - $12.5M | 0.55% |
| $12.5M - $15.0M | 0.42% |
| $15M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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