Overview
- Headquarters
- La Jolla, CA
- Total Firm Assets
- $386 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
- Stated Minimum Account Size
- $750,000
Fee Disclosure
Source: CANTER WEALTH - FORM ADV 2A (2026-07-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.95% |
| $2,000,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $7,000,000 | 0.80% |
| $7,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | $15,000,000 | 0.60% |
| $15,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $7,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $45,500 | 0.91% |
| $10 million | $82,500 | 0.82% |
| $50 million | $287,500 | 0.58% |
| $100 million | $537,500 | 0.54% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 78.42%
- Number of High-Net-Worth Clients
- 129
- Total Client Accounts
- 280
- Discretionary Accounts
- 280
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 167828
- CANTER WEALTH - FORM ADV 2A (2026-07-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗