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Client Relationship Summary.pdf

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Preview of Client Relationship Summary
🔗 Source: canterburyconsulting.euwest01.umbraco.io
📊 Size: 243 KB
👤 Author: Focus 1 Associates LLC
⬇️ Downloads: 68

Summary

Canterbury Consulting provides investment advisory services to institutional and individual clients, including outsourced CIO and wealth management services, with no minimum account size. They offer regular advice, monitoring, and portfolio management, with fees ranging from 0.50% to 0.05% of total assets, billed quarterly. The firm has a fiduciary standard, acting in clients' best interests, but has potential conflicts of interest, such as creating private funds that benefit the firm. Consultants are paid a percentage of revenue or a base salary plus bonus, with no compensation from external providers. The firm has a legal and disciplinary history, which can be researched on Investor.gov.

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Description

Canterbury Consulting provides investment advisory services to institutional and individual clients, including outsourced CIO and wealth management services,...

Technical Information

  • File Format: PDF
  • File Size: 243 KB
  • Pages: 2
  • Language: EN
  • Author: Focus 1 Associates LLC
  • Total Downloads: 68
  • Last Updated: 1 week ago

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