Cade Group is a registered investment advisor offering investment advisory services and financial planning to individuals, high net worth individuals, and retirement plans. Cade Group primarily uses Raymond James & Associates' managed wrap programs, including the Ambassador and Freedom Programs, to manage client investments. They also offer financial planning and pension consulting services. Certain persons affiliated with Cade Group are also registered representatives of Raymond James Financial Services, Inc.
Assets Under Management$93M
Clients75
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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