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
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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 →Since July 2024, Poorvi has been the Chief Compliance Officer (CCO) at Canterbury Asset Management (CAM), an investment advisory firm. Her work for CAM is included in her role as CCO at Canterbury Consulting Inc.