Cahill Financial Advisors offers investment advice and financial planning to individuals, trusts, businesses, foundations, charitable organizations, and retirement plans. Services include asset management, financial consulting, and written financial plans covering various topics like retirement, insurance, tax, and estate planning. For retirement plans, Cahill Financial Advisors provides non-discretionary investment advice and participant education.
Fee Structure
Cahill Financial Advisors charges an annual fee based on a percentage of the assets they manage, ranging from 0.40% to 1.50%. The specific fee schedule depends on the Investment Advisor Representative you work with. Fees are assessed quarterly based on the market value of your account on the last day of the quarter. Some assets may be excluded from the fee calculation based on a written agreement. Clients using the Pontera Solutions Inc. platform will receive an invoice for fees due upon receipt.
