Canter Wealth
La Jolla, California
5.0
64 Reviews
Canter Wealth, a local investment advisory firm based out of La Jolla, CA, is dedicated to providing comprehensive financial solutions to its clients. With one office and a team of nine highly skilled professionals, Canter Wealth offers expert investment advisory services. Their team of seven investment advisors manages an impressive average of $31,050,000 in assets under management per advisor. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. While their asset management predominantly consists of discretionary accounts, Canter Wealth also possesses the...
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Assets Under Mgmt

$217.35M

Investment Professionals

7

Locations

0

% 401K & Individual

24%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Educational seminars/workshops
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