Cory Denherder is a CFP-designated registered investment advisor at Cavu Wealth Management, based in Lakeside, CA, with 8 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 367 clients with $170M 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 $500K | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are blended. CAVU Wealth Management also offers a flat fee schedule of 1.50% per year.
Fee Estimator
Location
10001 Maine Ave, Lakeside, CA, 92040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cory works as a Financial and Office Analyst at DenHerder & Associates, an estate planning attorney firm, assisting with financial reporting, payroll, and analysis. This takes about 10% of Cory's time.
Employment History
Current Registrations
Cavu Wealth Management
Previous Registrations
Capital Financial Consultants Group, INC.
State Registrations2 states
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