Pablo Cavanagh
Pablo Cavanagh is a CFA-designated registered investment advisor at Keating Investment Counselors INC, based in Delray Beach, FL, with 10 years of industry experience. Pablo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 157 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Minimum quarterly fee is $500. Account size is negotiable under certain circumstances.
Fee Estimator
Location
101 SE 6th Ave, Suite A, Delray Beach, FL, 33483
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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.
Learn about disclosures →Other Business Activities
Pablo is the owner and advisor for LVR Research LLC, a state-registered investment advisor, dedicating about three-quarters of his time. He also works as a portfolio manager for Keating Investment Counselors, an SEC-registered investment advisor, spending about a quarter of his time there.
Employment History
Current Registrations
Keating Investment Counselors INC
Lvr Research, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.