Cadent Capital Advisors offers portfolio management tailored to individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular monitoring. They also offer financial planning covering investments, insurance, retirement, college, and debt. They may direct clients to other advisors and act as a subadvisor. They also offer retirement plan consulting services.
Assets Under Management$790M
Clients654
Advisors11
Avg. per Client$1.2M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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