AC
CFP

Aiden Cox

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$275.8M

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
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Advisor Information

Office location

7825 Fay Avenue, Suite 140, La Jolla, CA, 92037

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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
Canter Wealth
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
September 2021 - February 2024 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.