Cantu Tactical Wealth Management manages investment portfolios using a global tactical asset allocation strategy, which may include equities, fixed income, real estate, technology, gold, commodities, and alternatives. The firm uses a "Top-Down" economic approach, seeking stocks, bonds, and ETFs with momentum. They also offer retirement planning services. Cantu Tactical Wealth Management is a fee-only advisory firm.
Assets Under Management$51M
Clients72
Advisors2
Avg. per Client$710K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Cantu Tactical Wealth Management charges a percentage of your portfolio's value each year. The annual fee starts at 1.55% and decreases as the value of your portfolio increases. The minimum account size is $250,000. Fees are calculated and billed quarterly in advance.
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