Caviness Wealth Management offers asset management, creating tailored portfolios with stocks, bonds, ETFs, and mutual funds, reviewed quarterly. They also provide financial planning and consulting services covering investment, retirement, estate, tax, education, real estate, and insurance planning. Recommendations are implemented at the client's discretion. The firm also offers wrap fee programs.
Assets Under Management$59M
Clients164
Advisors1
Avg. per Client$360K
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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