Eric David Raether

CFP

Canopy Wealth Management

31 Years of Experience

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Firm Information

Canopy Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

992 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$1.5B

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.20%
$500K - $1.5M	0.80%
$1.5M - $3.0M	0.60%
$3.0M - $5.0M	0.50%
$5M+	0.40%

Fees may be negotiable depending on account size, type, and level of service.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$1,000 - $25,000

You'll pay an annual fee based on the value of your assets under management, as shown in the rate table. The fee is calculated quarterly in advance. A minimum of $250,000 is generally required to use this service, but this may be negotiable. Financial planning fees range from $1,000 to $25,000 per engagement. Ongoing financial planning is available as a monthly subscription starting at $200/month.

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Areas of Practice

Retirement PlanningEstate PlanningEducation Planning

Advisor Information

Office location

8215 Greenway Boulevard, Suite 540, Middleton, WI, 53562

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2018

Denied

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Other Business Activities

Eric is a board member of Semper Fidelis since 2015, dedicating minimal time. He votes on board resolutions and is authorized to trade in the organization's brokerage account.