Canter Wealth
Assets Under Management
$275.8M
Number of Clients
258
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$39.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Canter Wealth provides individual client asset management, ERISA/retirement plan services, financial planning, and selection of other advisers. Services are tailored to client needs and objectives, documented in written agreements. They do not sell securities on commission.
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
Location
7825 Fay Avenue, Suite 140, La Jolla, CA, 92037