Cave, Inc. offers financial planning and investment management services to individuals and retirement accounts. Cave begins with an initial consultation to determine your financial situation and goals. Cave implements the same investment strategy for all clients, and may only deploy a portion of your assets in this strategy. Cave manages client accounts with authority to make trades without asking first. Cave primarily invests in Exchange Traded Funds and individual common stocks.
Assets Under Management$1.5M
Clients16
Advisors1
Avg. per Client$91K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on client needs, services provided, and account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...