Cayman Capital Management provides financial planning and investment management services. Financial planning includes cash flow, tax, budgeting, education funding, retirement, investment, and estate planning. Investment management is offered as a stand-alone service, where portfolios are constructed based on the client's financial plan, age, time horizon, risk tolerance, and investable assets. Cayman Capital may work with other investment advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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