Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canter Wealth charges an asset-based advisory fee, which is negotiable based on factors like anticipated future assets, unique client circumstances, and additional services performed. Fees may be discounted for limited services. Final fee structures are established on a client-by-client basis and documented in the client's agreement.
Areas of Practice
Advisor Information
Office location
7825 Fay Avenue, Suite 140, La Jolla, CA, 92037
Get directionsRegulatory History
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
James's firm, Canter Wealth, is affiliated with several other businesses under the Canter Group, including real estate management, capital investment, real estate development, and property management. Canter Wealth advisors may recommend these affiliated services, presenting a conflict of interest due to potential additional compensation for the Canter Group.