Caden Goggins is a registered investment advisor at Korhorn Financial Group, based in Edwardsburg, MI, with 2 years of industry experience. Caden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,339 clients with $1.2B 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fixed income securities are charged at 0.25%. Custom index strategies carry an additional 0.10% fee. Fees are negotiable.
Fee Estimator
Location
69950 M-62, Edwardsburg, MI, 49112
Get directionsHistory
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
Since January 2024, Caden has been working at Korhorn Financial Group, Inc., assisting in day-to-day operations. This investment-related activity takes up nearly full-time hours.
Employment History
Current Registrations
Korhorn Financial Group
State Registrations2 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
More Advisors
- Michael Fritschi, CFP, ChFCKorhorn Financial Group
- Summer Hathaway, CFPKorhorn Financial Group
- Bradley Simich, CFP, ChFCKorhorn Financial Group
- Benjamin Debock, CFP, ChFCKorhorn Financial Group
- Joshua Gregory, CFP, ChFCKorhorn Financial Group
- Matthew Hoke, CFP, ChFCKorhorn Financial Group