Jon Prevost is a registered investment advisor at Cabana Asset Management, based in Plano, TX, with 26 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 222 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cabana Asset Management charges a fee based on a percentage of the value of the assets they manage. The exact fee is negotiable and can range from 0.65% to 2.00% per year. The fee can vary depending on the amount of assets managed, the investment platform used, the types of investments, and the complexity of your financial situation. The fixed income portion of your portfolio will be billed at a negotiated rate, ranging between 0.20% and 1.0%.
Location
5560 Tennyson Parkway, Suite 260, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jon works as an attorney at Prevost Law Firm, dedicating nearly full-time hours to this role. He is also a part owner of Cabana Holdings, LLC, a holding company, but spends minimal time on this business.