Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
167 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$7.4B

Fee Structure

Financial Plan Fee:$25,000

Canterbury Consulting charges fees based on the service platform used: Advisory Services, Outsourced CIO Services, or Family Office Services. Fees range from 0.05% to 0.50% of the value of investments and are subject to a minimum fee, which is negotiable. Fees are generally charged quarterly, in arrears, and can be billed directly or deducted from client accounts. Flat fees are also negotiated for project-based services, starting at $25,000. No hourly fees are charged at this time.

Areas of Practice
Investment ManagementCharitable GivingHigh Net Worth
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Advisor Information

Office location

610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404

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Regulatory History (1)
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Customer Dispute
October 2002
Settled
Other Business Activities

Debashis is a trustee for the Wescombe Family personal assets, serves on the investment committee of Sigma, Alpha Epsilon Foundation, and on the board of the Mission Hospital Foundation. He also began working as an investment advisor to the Gray Family Office in September 2024, dedicating minimal time to this role.

Employment History
Current Registrations
Canterbury Consulting Incorporated
October 2009 - Present · 16 yrs 3 mos
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.