Canterbury Capital Wealth Management, LLC's Form ADV discloses 1.50% on the first $250,000, 1.35% on the next $500,000, 1.20% on the next $1.2 million, 1.00% on the next $3 million, 0.80% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #337758), Canterbury Capital Wealth Management, LLC is subject to fiduciary duty under federal law.
Canterbury Capital Wealth Management, LLC is headquartered in TUSCALOOSA, AL.
Canterbury Capital Wealth Management, LLC serves 54 high-net-worth clients according to their SEC filing dated August 17, 2026. View client details ↓
According to their SEC Form ADV, Canterbury Capital Wealth Management, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Canterbury Capital Wealth Management, LLC manages $132 million in client assets according to their SEC filing dated August 17, 2026.
According to their SEC Form ADV, Canterbury Capital Wealth Management, LLC serves high-net-worth individuals and institutional clients. View client details ↓