The Cavanaugh Group offers investment advice to individuals, trusts, non-profit organizations, and qualified plans. The firm focuses on a conservative, long-term investment approach, aiming to maximize returns while limiting risk through diversification. They primarily use equities, fixed income, mutual funds, and cash in their asset allocation. The firm is no longer taking new clients.
Assets Under Management$490M
Clients44
Advisors2
Avg. per Client$11M
Avg. per Advisor$240M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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