Cahaba Wealth Management provides personalized wealth management services, combining investment portfolio management with comprehensive financial planning. The firm builds customized portfolios primarily using exchange-traded funds and mutual funds, guided by each client's specific cash flow needs, time horizon, and risk tolerance. Financial planning services cover areas such as retirement planning, tax strategies, estate planning, budgeting, education funding, and risk management. Clients can engage Cahaba Wealth Management for standalone financial planning, ongoing portfolio management, or a combination of both. The firm acts in a legally required best-interest capacity when providing advice on retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Family members living in the same household may have their accounts combined to calculate breakpoint discounts. Fees may be negotiated or excepted at the firm's discretion.