CAVU Wealth Management offers investment management and financial planning services. Investment management involves creating and managing portfolios based on clients' goals. Financial planning covers areas like retirement, taxes, insurance, and estate planning. CAVU Wealth Management also provides advisory services to retirement plans, including investment advice and participant education.
Assets Under Management$170M
Clients367
Advisors7
Avg. per Client$480K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are blended. CAVU Wealth Management also offers a flat fee schedule of 1.50% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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