Rian Goulart is a registered investment advisor at Cache Advisors LLC, based in Walnut Creek, CA, with 7 years of industry experience. Rian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range from 0.20% to 1.00% annually depending on the selected model and leverage ratio. Standard models range from 0.50% to 1.00%, and deleverage models range from 0.20% to 0.35%. Fees are negotiable.
Fee Estimator
Location
Walnut Creek, CA
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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
Cache Advisors LLC
Cache Securities LLC
Cache Securities LLCBroker
Previous Registrations
Dfa Securities LLCBroker
Dimensional Fund Advisors LP
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Vanguard Marketing CorporationBroker
State Registrations52 states
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.
Exams
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