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