Cade Jones is a registered investment advisor at Eight 31 Financial, LLC, based in Midland, TX, with 7 years of industry experience. Cade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 70 clients with $490M 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 | 2.00% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.40% |
| $25.0M - $25.0M | 1.25% |
| $25M+ | 1.25% |
Fees are negotiable for accounts valued in excess of $25,000,000.
Fee Estimator
Location
3200 Mockingbird Lane, Building 7, Suite 204, Midland, TX, 79705
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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 →Employment History
Current Registrations
Eight 31 Financial, LLC
Previous Registrations
Syntal Capital Partners, LLC
State Registrations1 state
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