Cabildo Capital provides investment management services, creating portfolios based on your individual goals, time horizon, and risk tolerance. Cabildo Capital requires the authority to make trades without asking you first, but you can restrict investments in certain securities. Cabildo Capital also offers financial planning services, including tax, estate, and college planning. Cabildo Capital aims to act in your best interest and allocate investment opportunities fairly.
Assets Under Management$50M
Clients85
Advisors1
Avg. per Client$590K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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