Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
854 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.6B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Cahaba may negotiate special fee arrangements where deemed appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Robert Charles Eifert
Location
1200 Peachtree Street Ne, Suite 610, Atlanta, GA, 30309
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cahaba Wealth Management, INC.
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Fidelity Distributors Company LLCBroker
November 2017 - March 2020 · 2 yrs 4 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.
Contact
Robert Charles Eifert