Cardenas Asset Management (CAM) offers ongoing investment supervision, management of financial assets, and financial planning services to meet individual client needs. CAM interviews prospective clients to assess their objectives, risk tolerance, and time horizon. Financial planning includes retirement analysis, tax strategies, debt management, and sector diversification. Clients can exclude specific stocks or emphasize certain sectors.
Assets Under Management$150M
Clients185
Advisors1
Avg. per Client$810K
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fee is 0.65% for equities, stock mutual funds, and balanced mutual funds; 0.30% for fixed income, preferred stock, certificates of deposit, and income funds; and 0.15% for cash and money market funds.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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