PP
CFA

Poorvi Rajen Parekh

20 Years of Experience

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
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.

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Other Business Activities

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.

Employment History
Current Registrations
Canterbury Consulting Incorporated
January 2005 - Present · 21 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.