About Canterbury Investment Management, LLC
Canterbury Investment Management, LLC is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced financial experts, the firm provides personalized and comprehensive financial planning and investment management services to individuals, families, and business owners.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized and comprehensive financial planning and investment management services
- Helps clients achieve their financial goals
- Has a team of experienced financial experts
Facts and Insights
The following table provides publicly available information about Canterbury Investment Management, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Canterbury Investment Management, LLC offers a wide range of financial services to its clients. Some of the services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
The firm serves a diverse client base that includes:
- Individuals
- Families
- Business owners
Fees & Compensation
Canterbury Investment Management, LLC fees and compensation structure is transparent and based on a percentage of the client’s assets under management. The firm’s standard fee structure is as follows:
- 1% for the first $1 million
- 0.75% for the next $1 million
- 0.50% for amounts above $2 million
Clients may also incur additional fees for specific services, such as financial planning, which are discussed with the client beforehand.
Background
The team at Canterbury Investment Management, LLC has a combined experience of over 50 years in the financial industry. They have a deep understanding of financial markets and work with clients to develop customized investment strategies that align with their financial goals and risk tolerance.
Financial Advisor Disclosures to Know
As a registered investment advisor, Canterbury Investment Management, LLC has a legal obligation to disclose any potential conflicts of interest to clients. Clients can find more information about the firm’s disclosures in their Form ADV, which is available upon request.
Overall, Canterbury Investment Management, LLC is committed to helping clients reach their financial goals through sound financial planning and investment management strategies. With their experienced team and wide range of services, clients can trust in the firm to provide personalized and comprehensive financial guidance.