CayDen Wealth Management offers personalized investment management, ongoing financial planning, and project-based financial guidance. The firm designs customized portfolios based on each client's specific financial goals, risk tolerance, and tax considerations. CayDen Wealth Management provides several service tiers tailored to different income and asset levels, ranging from online-guided portfolios for emerging investors to comprehensive private wealth management. In addition to managing investments, CayDen Wealth Management covers areas such as retirement planning, cash flow and debt management, college savings, employee benefits, estate planning, and risk management. Through an affiliated business, the firm also provides tax preparation and business consulting services. CayDen Wealth Management primarily uses passive investment strategies like index funds and exchange-traded funds to build diversified portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Annual fees for accounts above $250,000 are negotiable. Foundations service tier charges a flat 0.50% AUM fee. Emerging Wealth tier includes AUM management.
