Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404
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.
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Donald is a board member and member of the Finance and Investment committee at the California State University of Long Beach 49ner Foundation, dedicating minimal time. Since July 2024, he has also been employed as an investment professional and advisor at Canterbury Asset Management (CAM).