CayDen Wealth Management (CWM) manages investment portfolios and offers financial planning services, including tax planning. CWM provides continuous advice based on individual client needs, developing investment plans with asset allocation targets. They primarily advise on stocks, bonds, mutual funds, and ETFs. CWM also offers hourly and project-based financial planning on topics like retirement, risk management, and college savings. Tax preparation services are offered through an affiliated business, CayDen LLC, but are not available as a stand-alone service.
Assets Under Management$16M
Clients87
Advisors2
Avg. per Client$180K
Avg. per Advisor$8M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are negotiable for Investment Management clients above $300,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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