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Why Canopy

Our Expertise

Canopy Balance

Our balanced approach helps guide you through a complex and ever-changing landscape creating a personalized wealth management experience with care, competence, and clarity.  Throughout your family's financial planning journey, we will serve as a partner, advocate, and steward in all aspects and offer our expertise to help you achieve your goals with confidence.

Planning<br/> Strategy

Planning
Strategy

Planning and patience are the key to long-term performance. We help clients maintain the discipline needed to adhere to their plan.

Retirement Strategy

Retirement Strategy

Properly constructed distribution strategy is the primary driver for successful retirement.

Risk <br/>Awareness

Risk
Awareness

Investors should only take as much risk as is necessary to achieve their unique financial goals.

Tax <br/>Efficiency

Tax
Efficiency

Successful investing can only be achieved when performance is viewed through the lens of overall tax consequences.

Our Fees


Assets Under ManagementAnnual Fee
First $500,0001.20%
Next $1,000,000 ($500,001 to $1,500,000)0.80%
Next $1,500,000 ($1,500,001 to $3,000,000)0.60%
Next $2,000,000 ($3,000,001 to $5,000,000)0.50%
Over $5,000,0000.40%

This is a blended fee schedule. For example, a $1,000,000 account will be charged 1.00%, as the first $500,000 is charged at the rate of 1.20%, while the second $500,000 is charged at a rate of 0.80%. Also, all accounts within the same household are aggregated and applied together to reduce the overall fee. Generally, a minimum of $250,000 of assets under management is required for this service. The account size may be negotiable under certain circumstances. At our discretion, Canopy may negotiate other fee arrangements depending on the size of the account, type of account, services required, etc. The specific annual fee being charged to the client will be set forth and identified in an agreement between Canopy and that client. Also, this fee schedule is not applicable to institutional accounts such as 401(k), Deferred Comp, etc.

For complete details, please view our form ADV here.

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