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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Employment History
Current Registrations
Canterbury Consulting Incorporated
September 2020 - Present · 5 yrs 4 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Brenden Oliver Meek - Financial Advisor | AdvisorDiscover