Cashew Financial provides financial planning services on an hourly basis. Cashew also refers clients to Symmetry Partners, a third-party investment manager. Cashew acts as a liaison between the client and Symmetry, receiving a portion of the advisory fees charged by Symmetry. Cashew does not manage client assets directly.
Assets Under Management$200K
Clients1
Advisors1
Avg. per Client$200K
Avg. per Advisor$200K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $750K | 0.85% |
| $750K - $1.3M | 0.80% |
| $1.3M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,001. These fees are for Symmetry Partners, LLC, a third-party manager. Cashew receives a portion of the fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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