Frank Cade is a registered investment advisor at Cade Wealth Management LLC, based in Birmingham, AL, with 9 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 18 clients with $5.2M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Location
Birmingham, AL
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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
Frank is a Partner/CPA at Cade Crenshaw & Associates, P.C., an accounting firm, dedicating full-time hours. He is also a Member of Cade Rental Properties, LLC, a rental property business, spending minimal time on this activity.
Employment History
Current Registrations
Cade Wealth Management LLC
Previous Registrations
Forager Capital Management, LLC
State Registrations1 state
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