Canterbury Consulting Incorporated
Assets Under Management
$7.4B
Number of Clients
167
Number of Advisors
22
Average Client AUM
$44.3M
AUM per Advisor
$336.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Canterbury Consulting Incorporated is an SEC-registered investment adviser providing consulting services to endowments, foundations, individuals, and family offices. They manage customized investment programs, offering investment strategies, asset allocation, manager selection, risk management, and implementation. They also provide investment advisory services to privately pooled investment vehicles through certain affiliates.
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
Location
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404