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
Loading...

Advisor Information

Office location

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

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jason works as an investment professional and advisor at Canterbury Asset Management since July 2024. He is also a member of the investment committee at Avanti Capital Investments since October 2024, dedicating minimal time for an annual compensation of $40,000.

Employment History
Current Registrations
Canterbury Consulting Incorporated
August 2005 - Present · 20 yrs 5 mos
Previous Registrations
Morgan Stanley
October 2004 - August 2005 · 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.