Cantor Fitzgerald Investment Advisors Fees & Minimum

Overview

Headquarters: New York, NY
Total Firm Assets: $3.2 billion
Average High-Net-Worth Client Portfolio Size: $1.8 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: CANTOR FITZGERALD INVESTMENT ADVISOR, LP ADV PART 2 7/15/26 (2026-07-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	0.75%
$1,000,001	$10,000,000	0.60%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$7,500	0.75%
$5 million	$31,500	0.63%
$10 million	$61,500	0.62%
$50 million	$261,500	0.52%
$100 million	$511,500	0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 35.32%
Number of High-Net-Worth Clients: 625
Total Client Accounts: 1,302
Discretionary Accounts: 1,302

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 159296

CANTOR FITZGERALD INVESTMENT ADVISOR, LP ADV PART 2 7/15/26 (2026-07-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Cantor Fitzgerald Investment Advisors